Savvy Wealth Unveils Two Proprietary Portfolio Strategies as SWIM Investment Division Surpasses 80% Advisor Adoption

CIO Anshul Sharma's two inaugural strategies are beating benchmarks early and signal Savvy's shift from growth story to investment powerhouse

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NEW YORK, June 30, 2026 — Savvy Wealth ("Savvy"), an AI-native registered investment advisor (RIA) for independent financial advisors, today announced two proprietary investment strategies—Savvy Total Portfolios, its flagship actively managed offering, and the Savvy Thematic Portfolio—developed and managed entirely in-house by Savvy Wealth Investment Management (SWIM), Savvy's dedicated investment division. The strategies represent a significant expansion of SWIM's capabilities, providing advisors with institutional-grade portfolio management, fully automated operations, and a product library spanning core allocation models, direct indexing, alternatives, and custom strategies, all without the overhead of building an investment office independently.

The two portfolios represent the first proprietary offerings built under the leadership of Chief Investment Officer Anshul Sharma, who joined the firm in September 2025, and mark a significant expansion of Savvy's investment capabilities with the SWIM team now managing investments for more than 80% of the 130+ advisors on the Savvy platform.

The launch follows a period of rapid growth for the firm, which has recruited more than $10 billion in advisor assets to the platform.

“When I joined Savvy, the vision was clear: build an investment office that advisors can truly  rely on, not just as a model provider, but as a full partner in their investment process,” said Sharma. “These portfolios are the first expression of that vision. They aren’t outsourced models or white-labeled products, they’re built by our team, governed by our process, and backed by the full weight of our investment infrastructure. Advisors finally have a transparent, institutional-quality investment foundation they can explain to clients with confidence.”

‍Savvy Total Portfolios launched in January 2026 as a suite of actively managed, risk-based portfolios spanning Conservative through Aggressive. Built on Savvy's proprietary strategic asset allocation framework, the portfolios employ an open-architecture approach to investment selection and are managed through a disciplined process of tactical asset allocation, rigorous investment due diligence, risk management, and ongoing portfolio rebalancing. The offering is complemented by ongoing investment research, market insights, and advisor resources that help translate portfolio decisions into meaningful client conversations. Early performance has been strong: the Moderate portfolio returned 7.7% gross year-to-date through June 12, 2026, outperforming its blended benchmark by 150 basis points over the same period.¹ All-in costs remain competitive when compared to the peer universe of managed strategies.

The Savvy Thematic Portfolio is designed as a satellite allocation, to complement Total Portfolios, offering targeted exposure to economic trends that broad market indexes don’t adequately capture. Launched in April 2026, the strategy organizes its portfolio across a Core/Emerging/Moonshot framework, diversified across multiple high-conviction themes, including artificial intelligence, cybersecurity, and resource scarcity, giving advisors a differentiated growth tool for clients. The results have been early and notable: The strategy has returned 20.9% gross through June 12, 2026 putting it ahead of the MSCI All Country World Index by roughly 680 basis points over the same period.

Unlike third-party model providers, Savvy gives advisors direct access to the team behind every positioning and trade decision. When the SWIM team makes a move, advisors receive the rationale, trade commentaries, global markets recaps, and investment viewpoints that most advisors would otherwise pay a third party to produce. For an advisor using an outside model, the answer to “What's happening with my portfolio?” is forwarding someone else's email. With Savvy, it's a proactive, informed conversation backed by their own firm's CIO.

“The SWIM team's service has been top notch. Having direct access to brilliant minds like Anshul Sharma and being able to send him a message and get a response that day has been invaluable. Our clients are benefiting greatly because the performance speaks for itself,” said Steven Harp, CFP®, Founder and CEO of Colorado Wealth Group, a Denver-based firm managing approximately $300 million in client assets, who has enrolled the vast majority of his book with the SWIM team.

The investment infrastructure behind both strategies is built directly into the Savvy platform, not integrated on top of it. Through Savvy Intelligence, the firm's agentic AI operating system, SWIM-managed accounts appear natively in the advisor's dashboard with real-time holdings, performance, and household-level analytics. The result is a modern RIA platform where institutional-grade portfolio management, agentic AI, and automated operations work as one.

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About Savvy Wealth

Savvy Wealth is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The firm combines modern technology with world-class support to make independence simple and scalable. Advisors who partner with Savvy use intelligent tools alongside white-glove marketing, compliance, and operational support to deliver standout client experiences while staying in control of their practice. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. Savvy’s AI technology automates and streamlines advisor workflows including financial planning scenario modeling, tax analysis, and investment review. The AI is not intended to interact directly with retail clients of Savvy Advisors, nor does it provide client-facing investment advice or investment decisions. Advisors remain solely responsible for all advice and recommendations provided to their clients.

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