An Inside Look at Markets — Live with Savvy's Chief Investment Officer
.webp)
Join us for a live, unscripted look at how Savvy's Chief Investment Officer Anshul Sharma is reading the markets right now — and see firsthand what it's like to have this level of thinking backing an independent advisor's business at Savvy.
You'll get an inside look at how our investment team reads what's actually moving markets, how that turns into real portfolio positioning, and what we're watching heading into Q3 and beyond.
Market Backdrop: What actually drove markets in Q2 and how Savvy's research team separates signal from noise in real time.
Portfolio Positioning: Where Savvy's investment team is allocating today, and the process behind the call.
What to Watch Next: The risks and catalysts on Savvy's radar for Q3 and how a dedicated CIO and research team turn that into portfolio construction, not just commentary.
Register To Save Your Spot
What You’ll Learn
To help you more confidently answer yes, Savvy CEO Ritik Malhotra is talking with one of the country’s few certified retirement coaches and author of Your Retirement Quest: 10 Secrets For Creating and Living a Fulfilling Retirement, Keith Lawrence. With Ritik’s personal retirement journey bolstered by the sale of two companies along with Keith’s decades of experience coaching for retirement, they’ll both explore the essential components of creating a successful path to retirement.
2025 in Focus: Markets posted steady gains, supported by strong corporate earnings and easing inflation.
Despite Headwinds: Growth persisted amid shifting policies and geopolitical uncertainty.
Looking Ahead: As conditions stabilize, we’re monitoring global demand trends shaping the next market cycle.
Anshul Sharma
Chief Investment Officer
Anshul Sharma is Chief Investment Officer at Savvy Wealth, where he oversees the firm's investment strategy, portfolio design, and platform innovation. He partners across product, marketing, and operations teams to deliver portfolios that take a methodological approach to balance customization with scalability for advisors and their clients.
Before joining Savvy, Anshul spent nearly two decades at Bank of America, where he managed the Chief Investment Office's Sustainable Model Portfolio Suite, launched new proprietary offerings, and, as Head of Alternative Investment Strategy, provided guidance and thought leadership to advisors around hedge fund, private market, and real asset strategies. He began his career as an Investment Strategist at U.S. Trust, designing multi-asset portfolios for high-net-worth and institutional clients.
Anshul holds a Master of Financial Engineering from UC Berkeley and a Bachelor of Computer Engineering from Lehigh University. Outside of work, he is an avid tennis player, enjoys time with his wife, two sons, and their Bernedoodle, and is an auto enthusiast who loves cooking and travel.
This webinar is intended for informational purposes only and should not be construed as an offer to buy securities. Alternative investments are speculative, may involve a high degree of risk and volatility, and are not suitable for all investors. Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors Inc. ("Savvy Advisors" and collectively referred to as "Savvy"). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission ("SEC").