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Our Tremendous Value Proposition

Independent

Savant has remained independent and steadfast in its approach. We are not swayed by competing corporate goals, investment banking departments, in-house products, or quarterly earnings reports.

Transparent Compensation

We are compensated based on how well we manage your assets, not how often we trade or what products we use. No commissions are garnered through our investment decisions, ensuring that our sole objective is always the same as yours – to maximize your wealth.

Fiduciary

A fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. Savant is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interests.

Evidence-Based

We take an evidence-based approach, meaning that we are able to weigh which investments are more likely to succeed based on objective criteria and which investments involve unnecessary risks and costs.

Low Costs

Savant focuses on disciplined investments with extremely low costs. Our low-cost approach (with no sales charges or commissions) has provided enhanced value for clients over long periods.

Tax-Efficient

Active tax management is embedded directly into the core of our investment and wealth management process. This ensures you pay no more tax than required.

Individualized Attention

Savant takes the time to develop an overall view of your unique financial situation. We are a vibrant firm that uses a team approach, and we take the time to get to know you personally.

Active Oversight

Savant is on watch for you. We believe it is important to continue to educate and proactively advise you on topics that have relevance to your life and your investments – all for greater peace of mind.