TAILORED INVESTMENT MANAGEMENT FOR HIGH-NET-WORTH CLIENTS
Introducing Savvy Wealth Investment Management
An investment management program fully developed and managed in-house by Savvy's Investment Team, offering dynamic asset allocation, low-cost holdings, and cohesive & customizable portfolios for your clients' needs.
Empowering better outcomes
Proprietary
Offer tax-optimized, risk-adjusted, and personalized portfolios.
Comprehensive
Cohesive portfolio management across all client assets.
Customizable
Bespoke portfolios delivered at ease for every client.
Streamlined Operations
Eliminate inefficiency with integrated back-office, operations, and compliance support.
Proprietary
Offer tax-optimized, risk-adjusted, and personalized portfolios.
Comprehensive
Cohesive portfolio management across all client assets.
Customizable
Bespoke portfolios delivered at ease for every client.
Streamlined Operations
Eliminate inefficiency with integrated back-office, operations, and compliance support.
Empowering better outcomes
Efficient and Flexible Portfolio Management
Active portfolio optimization
Active asset allocation, regular rebalancing, tax-loss harvesting, and meticulous cash management.
Client-centered approach
Prioritize client interactions and streamline your business growth.
Fully integrated
One place to access client information and action upon investment and portfolio needs.
Commitment to Personalized, Impactful Advice
![](https://cdn.prod.website-files.com/6479cdbae84fd9792129c576/6570912044332cd09d01db53_nathan_study.png)
Nathan Wallace
Founding Principal Wealth Manager
“With Savvy Wealth Investment Management, I can now offer a cohesive portfolio management experience to every client that considers their full financial picture.”
COMPREHENSIVE SOLUTIONS ACROSS CLIENT NEEDS
01
Tactical Portfolios
02
Tax-aware Portfolios
03
Factor-tilted Portfolios
04
Embedded Direct Indexing
Ready to elevate your investment experience?
Join the Savvy community. Book a demo or initiate a conversation with us today to explore the endless possibilities for growth and improved client service.
Disclaimer: Endorsement provided by a Savvy advisor. Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided