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15
Forward-Looking Returns

Life is a series of trade-offs. In order to get something, you have
to give something up. These common phrases apply to many
areas of life but they can also be applied to investing. Most
investors know that they have to sacrifice some safety and
take on risk to achieve better returns. Modern Portfolio Theory
(MPT) tries to make the most of that trade-off. It provides a
framework for evaluating how we can maximize return while
minimizing risk.

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11
Evidence-Based Investing

How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? This paper provides a framework called Evidence-Based Investing that can provide investors optimal outcomes based on compelling scientific evidence.

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19
Approaching Zero Taxes

Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.”  This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns. We can’t overstate the importance of after-tax returns. 

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21
Partnering to Create Your Ideal Future

These are just a few of the nagging questions that often keep advisors awake at night – questions that are the impetus behind and focus of this paper. Because when all is said and done, your happiness and your success are inextricably linked to achieving your Ideal Future.


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22
Alternative Investments: Building Better Portfolios One Asset Class at a Time

For much of history, limousines were accessible only to the wealthy, the powerful, or those who had the occasion to splurge. Most people found limousines unaffordable and impractical, and opted to use their own car or traditional public transportation. After all, they still were able to get to the same place in the end. Along came Uber in 2009 and made limousine-type service accessible, practical, and often beneficial for the mainstream. Similarly, investing in alternative asset classes (e.g. real estate, commodities, and private placements) has been common practice among large institutions and the ultra-wealthy for decades. However, in the last ten years alternative investments have become increasingly available in investment vehicles that are more suitable for mainstream investors (e.g. mutual funds and exchange-traded funds). The result of this industry shift is that mainstream investors are now able to further diversify their investment portfolios with asset classes that act differently than stocks and bonds. It should be noted that alternatives are complex, and it is paramount that sound due diligence be conducted prior to implementing any alternative investment strategy.


Savant’s due diligence process has narrowed the focus to
alternative asset classes that exhibit qualities we highly value:
cost-effective implementation, robust asset class data, and
transparency, among others. We believe that combining a modest
allocation to several alternative strategies with a traditional
portfolio of stocks and bonds has the potential to reduce portfolio
risk and enhance long-term returns. This paper is designed to
provide background, perspective, and a thoughtful outlook on
the topic of alternative investing.

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17
Estate Planning: The Basics
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

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01
Active Investment Oversight
Effective investment strategy closely integrates with a client’s overall financial plan. As such, Savant takes a comprehensive approach to wealth management that incorporates the client’s financial plan, estate plan, and life plan. This paper provides details regarding Savant’s investment strategy and the oversight by our Investment Committee. Savant’s objective is to design and manage investment portfolios that help clients meet their goals without taking on needless risk.

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21
How To Grow With An M&A Strategy
Achieving a healthy growth rate means RIAs need to add top advisory talent to develop business and oversee key relationships. RIAs can acquire such ...

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11
Rebalancing Your Portfolio
Imagine you just met your financial advisor. After detailed discussion and careful consideration of your risk and return needs you choose the portfolio with the mix of stocks and bonds that is best for you. Based on this decision, you implement an investment strategy that will deliver the level of risk and expected return that is needed for success.

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31
To Roth or Not to Roth
A Roth IRA is a unique saving vehicle that, unlike a traditional tax-deferred IRA or after-tax account, allows your investments to grow tax free. I...

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