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Organization

Sage Advisory Services (Sage Investment Managers)

Named in 6 dated events on this site, 2020–2025, across 1 storyline.

Dated events →: 6; 2020–2025
Storylines →: 1; that name it

Storylines

Amarillo Hospital District: the 1996 indigent care agreement, its investment fund and the 2036 deadline6 events naming Sage Advisory Services

Events

Aug 11, 2020Board drops the corpus spending policy as staff project the fund will last to 2036
Dec 6, 2022Analysis shows the corpus about $6 million short of its obligations to 2036
Feb 28, 2023Sage selected to manage all of the District's corpus funds
May 23, 2023Audit shows the District's net position fell $48.6 million in fiscal 2022
Aug 27, 2024Board forms an indigent care committee and adopts a budget drawing the fund toward $120 million
May 13, 2025Gap narrows to $356 thousand as the board discusses a tax plan by 2036