Full support. Full control. No trade-off.
From turnkey proprietary models to fully custom strategies, SWIM gives you institutional-grade investment management that adapts to how you work, not the other way around.
An expert extension of your advisory practice.
Gain direct access to a dedicated investment team and expanded research function. From complex research projects to expert thought partnership, you receive institutional-grade support and leadership without the overhead of building it yourself.
Own the strategy. Delegate the details.
Reclaim your mental bandwidth by offloading the mechanical heavy lifting. Our investment operations handles daily monitoring, rebalancing, and automated trading across your entire book, whether you use our proprietary models or your own custom strategies.
Customizable solutions that adapt to your unique practice.
SWIMâs customizable design supports your vision without mandating a specific approach. Maintain full discretion over every client portfolio while choosing from an open architecture of turnkey proprietary models or your own bespoke strategies.
Customizable solutions built for your unique practice
Turnkey & custom core models
Own the investment strategy that defines your practice. Instantly leverage Savvy Total Portfolios institutional-grade core allocations actively managed by our expert team. Grounded in deep factor research and led by our CIO, these proprietary models are updated four to six times per year to proactively navigate shifting market cycles.
For advisors with a distinct CIO vision, we provide the flexibility to rebuild your proprietary strategies within our systems, allowing us to automate your trading while you retain final discretion over every decision.
High-impact portfolio overlays
Deliver bespoke customization for your clients' most complex mandates. Differentiate your value by layering sophisticated specialty solutions directly onto any core allocation. From implementing in-house direct indexing for tax-efficient growth to deploying active thematic portfolios and options strategies, SWIM allows you to customize "at the edges" without the manual overhead. These high-impact overlays are managed by our investment operations desk, ensuring your specialized strategies are implemented with institutional precision.
Institutional specialty strategies
Expand your offering into private and alternative markets without the operational drag. Savvy Alts gives your clients access to exclusive strategies, including emerging managers and individual deals unavailable through traditional channels, so you can deliver sophisticated diversification at scale.
Latest research & market insights
See how SWIM fits your practice
FAQ
SWIM is an optional part of the Savvy platform. Advisors choose the level of investment support that fits their practice, from fully delegated to fully custom. The 90%+ adoption rate is voluntary.
Yes, Advisor Custom Models (ACMs) allow advisors who manage their own portfolios to maintain their investment strategy with full operational support behind it. Savvy rebuilds your models in-system so your philosophy stays intact and the operational burden doesn't.
SWIM covers the full spectrum: Savvy Total Portfolios, Thematic strategies, factor-tilted models, Direct Indexing, Fixed Income, Option Strategies, and Alternative Investments. You can use one, none, or several depending on your clients' needs.
SWIM is led by Anshul Sharma, our Chief Investment Officer, supported by a dedicated research team, portfolio strategists, and investment operations team. Unlike a TAMP, you have direct access to the people making portfolio decisions. Get to know the SWIM team.
You set the pace. The investment team meets with you before and after joining to map out exactly how your book will be handled. You can keep existing allocations in place while you settle in and transition clients when you're ready.
No. TAMPs require full outsourcing on their terms. SWIM is built around how you work: you decide how much to delegate, which strategies to use, and how involved you want to be. The infrastructure is institutional. The flexibility is yours.