Savant Capital Management Partners with Savant Private Trust

Press Release - Savant Capital Management

March 3, 2010

Rockford, IL (March 1, 2010) – Savant Capital Management, Inc. announces the registration of Savant Private Trust, a next-generation trust platform. Savant Private Trust is a division of National Advisors Trust Company, FSB, a federally chartered advisor owned independent trust company. It will allow Savant Capital Management to support client trust needs in all 50 states. Savant Private Trust adds to Savant Capital Management’s comprehensive wealth management solution, offering world-class financial expertise and proven success in the regional marketplace.

Savant Private Trust will provide a vital component of a client’s multi-generational financial plan. Clients will be able to leverage Savant Capital Management’s proven and nationally recognized investment expertise while protecting their family assets for multiple generations. Savant Private Trust will provide the local community the opportunity to pass on wealth to family with the peace of mind that their family assets will be stewarded with Savant’s fiduciary expertise. Savant Private Trust’s services follow a next-generation model, offering a “true” fiduciary relationship, transparent fee structure, open architecture, top technology and local relationships, whereas many other area trust firms continue to use proprietary products, earn hidden compensation, are distracted by their core banking business, are frequently serviced by out of town bank staff and generally offer mediocre and dated investment approaches.

“Savant saw a real void in the Rockford community in the area of trust services. We decided to offer this valuable service to our clients,” said Brent Brodeski, Managing Partner at Savant. “Providing access to trust services allows us to offer the next level of financial planning for an individual, giving peace of mind that his or her financial affairs are well taken care of long after they are gone or disabled.”

Examples of Savant Private Trust’s services include:

  • Trust Administration
  • Living Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Educational Trusts
  • Charitable Trusts
  • Insurance Trusts
  • Bill Paying
  • Tax Reporting
  • Employee Benefit Plans

In addition, Savant Private Trust will allow the firm to attract and recruit the community’s most experienced and talented trust officers to their growing team. During the next year, Savant anticipates hiring additional trust officers and professionals to complement its existing top local team of advisors.

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