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
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01
Proprietary
Offer tax-optimized, risk-adjusted, and personalized portfolios.
02
Comprehensive
Cohesive portfolio management across all client assets.
03
Customizable
Bespoke portfolios delivered at ease for every client.
04
Streamlined Operations
Eliminate inefficiency with integrated back-office, operations, and compliance support.
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
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
