Nathan Wallace
Hi there 👋🏼 I'm Nate — father, investor, green finance nerd, and Principal Wealth Manager at Savvy. It's nice to meet you!

I'm a wealth manager by trade because my passion is in helping Southern California families, foundations, non-profits, and endowment funds navigate an ever more complex investment world.
Ojai, California
“My goal is to provide advice to make sure clients feel comfortable and safe with their retirement plan and feel like they're on the right track to get to where they want to go with a minimum amount of uncertainty and a minimum amount of stress.”
Nathan’s published work
Market Updates & Economic Outlook
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How can I help?
Investment Management
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Environment, Social and Governance (ESG) Investing
Personal Direct Indexing
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Foundations & Endowments
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Nathan.
Get to know Nate
Nathan brings 15+ years of investment experience to Savvy. He began his career as a research analyst at a boutique quantitative equity management firm, where he helped research and implement new factors to drive portfolio performance. During that time, he entered the institutional consulting field and helped plan and implement portfolio strategies for multiple pension funds across the west coast of the United States.

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In 2013 Nathan founded Greyfox Investors, with the goal of providing intelligent, approachable wealth management strategies for families, nonprofits and institutions. Nathan is particularly passionate about providing ESG focused solutions to clients and helping align investments with his clients’ ethics.

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‍Nathan lives in southern California with his three children and two dogs. A true outdoorsman and philanthropist, he spends his time outside of work camping, skiing, and volunteering his time with a variety of educational and environmental non-profits.
Nathan double majored in Political Science and History at Trinity University and holds his Series 65.
Book a 30-min introductory call with Nathan.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
