We pride ourselves on always acting in the client’s best interest and putting the pursuit of your financial goals at the forefront. Savant approaches every client relationship as an investment fiduciary – someone who is responsible for managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility.
According to the SEC rules and the Investment Adviser’s Act of 1940, the five responsibilities of a fiduciary are:
The Centre for Fiduciary Excellence (CEFEX) has recognized Savant as CEFEX-certified as an Investment Steward and CEFEX-certified as an Investment Advisor. These designations are confirmation that Savant's management system has been audited by an independent global assessment and certification organization to be in compliance with global best practices.
We fully acknowledge and actively embrace our fiduciary responsibilities, employing wise investment processes and providing full transparency of fees. The proprietary process we’ve developed offers peace of mind, multi-generational planning, prudent risk management, and the confidence to enjoy life—supported by the wealth you’ve created.