Full support. Full control. No trade-off.
From turnkey proprietary models to fully custom strategies, Savvy Wealth Investment Management (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
Access a dedicated investment team and research support without the overhead of building it yourself.
Own the strategy, delegate the details
Free up mental space by delegating routine tasks. Our operations team manages monitoring, rebalancing, and automated trading for all your strategies.
Customizable solutions that adapt to your practice
SWIM offers flexibility, allowing you to maintain control over client portfolios while choosing from proprietary models or custom 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
Savvy Wealth Investment Management ("SWIM") is a proprietary, in-house investment solution offered by Savvy Advisors, Inc. (“Savvy Advisors”). It is designed to support financial advisors in the management of client portfolios. Savvy Wealth Investment Management is not a separate legal entity and is not independently registered as an investment adviser. All advisory services are provided by Savvy Advisors in its capacity as a registered investment adviser.
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. 90%+ of advisors partering with Savvy have voluntarily adopted SWIM.
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.