Frisco, TX Dallas Parkway Office

SageSpring serves a broad mix of individual clients (including non‑HNW and high‑net‑worth households) and a range of institutional and plan sponsors, including retirement plans, banks and thrift institutions, insurance companies, other investment advisers, state and municipal governments, and even sovereign wealth fund clients. The firm offers discretionary investment management, financial planning and consulting, retirement plan consulting, and selection/oversight of third‑party money managers.

Portfolios are tailored to each client’s objectives, risk tolerance and time horizon and can include individual stocks and bonds, ETFs, mutual funds, options, alternative investments, structured notes, and direct indexing strategies; the firm uses fundamental and technical analysis and periodic rebalancing as part of its process. SageSpring frequently leverages third‑party manager relationships and platform services (including Dynasty’s TAMP/OCIO programs) and uses tools such as Pontera to implement and monitor strategies in held‑away accounts while maintaining ongoing oversight.

Distinctive features include multi‑team scale (approximately 124 advisors managing roughly $8.5 billion for over 11,500 clients) combined with an uncommon mix of institutional client types for a firm of its size, and the ability to provide OCIO and TAMP access alongside traditional wealth management. The brochure also discloses several operational relationships and service arrangements — a Dynasty platform affiliation, an affiliated insurance agency and tax service, use of a third‑party cash product, billing on cash, and limited use of artificial intelligence for research and call summarization — all of which the firm discloses as potential conflicts it manages.