Savant Wealth Management
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475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

I enjoy putting my passion for markets and evidence-based investing to work for our clients. One of the most gratifying aspects of my role is hearing clients say that they are thankful for what we do and hearing how we made a difference in their lives.

Philip R. Huber
CFP®, CFA®

Chief Investment Officer
Member Owner

Phil has been involved in the financial services industry since 2007. He worked for Huber Financial Advisors from 2008 until it joined with Savant in 2020. Prior to joining Huber, he was employed at a global asset management company where he worked closely with financial advisors to develop investment strategies for their clients.

Phil earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.

Phil has been featured in a number of notable media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. He produces his own investing blog, bps and pieces, and recently authored his first book, The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification.

Phil and his wife Christie live in the northwest suburbs of Chicago where they enjoy reading, yoga, and spending time with their daughter Hannah. He is also a lifelong, diehard professional wrestling fan.

I enjoy putting my passion for markets and evidence-based investing to work for our clients. One of the most gratifying aspects of my role is hearing clients say that they are thankful for what we do and hearing how we made a difference in their lives.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Articles by Philip

February 22, 2023

The Tradeoff – The Next Big Theme

Great in theory, lousy in practice. That about sums up the historical experience of investing in “thematic” mutual funds and ETFs. The challenge of thematic investing, particularly in public markets, is that it charms you into imagining what’s possible at the expense of recognizing what’s probable. Its intentions are pure, but it’s the unintended consequences that inevitably lead to its demise.
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January 18, 2023

The Tradeoff – Silver Linings Playbook

It's common to make New Year’s resolutions – joining a gym, starting a new diet, or abstaining from alcohol for Dry January. The notion of “new year, new me” can extend beyond our personal lives and into our portfolios. This mindset may cause investors to act as though the slate is wiped clean and a new playbook is required. But after the clock strikes midnight on New Year’s Eve, the crystal ball isn't less cloudy than it was before.
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December 13, 2022

The Tradeoff: Suspension of Disbelief

The downfall of Sam Bankman-Fried and his crypto empire FTX became THE financial news story of 2022 – even for non-crypto people. It garnered comparisons to Enron, Bernie Madoff, and everything in between.
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