Active Investment Oversight
Orchestrating Financial Peace Of Mind
January 1, 2014
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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