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Investment Management isn't just about numbers, it's about achieving life goals — buying a home, funding education, or securing a comfortable retirement. Our investment managers leverage cutting-edge tech with market insights to create an investment strategy that evolves with you.

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A professional investment team that can keep up with you

Your risk tolerance, life goals, and financial aspirations are unique to you, and your investment strategy should be too. Our investment managers work with you one-on-one to create a strategy that evolves with you.

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Individualized risk tolerance
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Get started with an expert wealth investment manager

At Savvy, our expert financial advisors provide personalized wealth management tailored to your individual needs. We utilize data-driven investing strategies to pursue ambitious investment results on your behalf. Our advisors take the time to understand your financial situation, goals, and risk tolerance before making recommendations. We craft customized portfolios designed to help you achieve your vision of financial success whether you are focused on retirement planning, legacy planning, tax optimization, or other objectives.

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Local experts with personalized advice

Our financial advisors live and work in your local community. We meet with you in person to provide tailored advice based on your unique circumstances. This personalized approach sets us apart from robo-advisors and helps us build trustworthy long-term relationships.

We also coordinate with your other advisors including attorneys, CPAs, and insurance brokers to ensure your whole financial picture is integrated. Our localized, personalized services are designed around you.

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Data-driven investing for ambitious results

Savvy utilizes analytics and quantitative investment strategies that target meaningful returns. Our technology enables us to process vast amounts of data to uncover pricing inefficiencies and notable investment opportunities.



We combine data-driven insights with human oversight to construct customized portfolios aimed at helping you achieve your most ambitious financial goals. Our disciplined approach provides you with an institutional-caliber investing experience.

Tailored to your individual needs

Savvy recognizes that every client's situation is unique. Your portfolio is tailored to your specific return objectives, risk tolerance, time horizon, income needs, legacy goals, and other personal factors.



We spend time understanding your complete financial picture including assets, debts, income streams, tax considerations, and more. Our advisors translate this understanding into a personalized wealth management strategy designed just for you.
DISCLAIMER

Savvy’s tax planning advice is to help clients with tax strategies. Strategies are not a substitute for the services provided by an attorney or accountant. There are no guarantees that any strategies implemented will be successful notwithstanding such efforts to mitigate tax liabilities.

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FAQ

What is investment management?

Investment management refers to the professional handling of financial assets and investments to meet specified goals for investors. It includes devising short- and long-term strategies for acquiring and selling investments in a portfolio.

Investment management refers to the professional handling of financial assets and investments to meet specified goals for investors. It includes devising short- and long-term strategies for acquiring and selling investments in a portfolio.

Are investment management fees tax deductible?

Investment management and financial planning fees were tax deductible through 2017 but are no longer deductible after changes to tax laws in 2018 eliminated many miscellaneous deductions.

Investment management and financial planning fees were tax deductible through 2017 but are no longer deductible after changes to tax laws in 2018 eliminated many miscellaneous deductions.

What is investment management agreement?

An investment management agreement is a legal contract between an investor and investment manager outlining the terms and conditions of their relationship, including responsibilities, fees, scope of activities, and monitoring.

An investment management agreement is a legal contract between an investor and investment manager outlining the terms and conditions of their relationship, including responsibilities, fees, scope of activities, and monitoring.

How to manage investment portfolio?

Key steps to manage an investment portfolio include: evaluating your situation; setting objectives; determining asset allocation; choosing investments; and monitoring and rebalancing as needed.

Key steps to manage an investment portfolio include: evaluating your situation; setting objectives; determining asset allocation; choosing investments; and monitoring and rebalancing as needed.

What is investment management firm?

An investment management firm is a company that professionally handles financial assets and investments for clients to meet their specified investment goals and risk profiles.

An investment management firm is a company that professionally handles financial assets and investments for clients to meet their specified investment goals and risk profiles.

What is an investment management agreement?

An investment management agreement is a legal document giving investment managers authority to manage capital on behalf of investors under agreed terms like fees, activities scope, reporting, and custody.

An investment management agreement is a legal document giving investment managers authority to manage capital on behalf of investors under agreed terms like fees, activities scope, reporting, and custody.

What is an investment manager?

An investment manager is an individual or organization that handles financial planning, investing, and portfolio management on behalf of clients to meet their investment objectives.

An investment manager is an individual or organization that handles financial planning, investing, and portfolio management on behalf of clients to meet their investment objectives.

What is an investment management company?

An investment management company is a firm that professionally manages financial assets and investments for individuals and institutions to help them achieve their investment goals.

An investment management company is a firm that professionally manages financial assets and investments for individuals and institutions to help them achieve their investment goals.