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Selecting a Financial Advisor

Depending on your individual needs, a different types of financial advice providers may be best suited, but there are certain universally desirable traits: Experience, Independence, Knowledge, Excellence and Demonstrated Results. We believe Savant possess each of these traits in spades.

Savant is an independent firm. This means we don't face the quarterly earnings pressures that plague publically-traded firms. In addition, we are a Registered Investment Advisor which requires us to act as a Fiduciary and always put client's interests first.


Video Transcript


Smartphone buyers look for a variety of features when selecting their shiny new gadget. Some specific to their individual needs, Apple or Droid operating system, keypad or touch screen, GPS and digital music player. Other features are desired by all buyers, such as coverage area, customer support and reasonable fees.


Desirable Traits of a Financial Advisor


The same applies when selecting a financial advisor. Depending on your needs, a specific type of provider may be better suited, but there are certain universally desirable traits, experience and dependence, knowledge, excellence, and demonstrated results.


Traits of Savant Capital Advisors


We believe Savant possesses each of these traits in spades. Savant is an independent firm. This means we don't face the quarterly earnings pressures that plague publicly traded firms. In addition, we are a registered investment advisor which requires us to act as a fiduciary and always put clients interests first.


Our Advisor's Qualifications


Since our integrated wealth management process ties together financial planning, taxes and investments, Savant employs financial professionals with advanced degrees and financial industry credentials, including certified financial planners, CPAs, and chartered financial analyst charter holders.


Savant Capital Recognition


Since 2007, Savant has been CEFEX certified as an investment advisor, a testament to our compliance with global fiduciary best practices, and demonstrating our commitment to excellence. Furthermore, our firm has frequently been recognized by national publications, including Barron's, Forbes, Worth, Medical Economics, and Business Week. Chicago Magazine even named Savant the number one independent advisor in Chicagoland.


Our Qualifications


All of this has propelled Savant's success for over 25 years. We manage around $3 billion for clients residing in almost every state. While appearing on top advisor lists and managing lots of assets demonstrates a history of success, we are most proud of our high retention rate. Since 2000 our retention of assets under management has averaged over 98% annually. Our clients are free to leave each day, but they stay with Savant and even regularly refer friends, colleagues, and family members.


We look forward to helping you build your ideal future. Contact us today to get started!


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