posted on January 01, 2014 12:00
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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