Savant Wealth Management
Contact Us

Important Disclosures

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Indices used:

U.S. Large Stocks: S&P 500 TR

U.S. Large Value Stocks: Russell 1000 Value TR

U.S. Small Stocks: Russell 2000 TR

International Developed Large Stocks: MSCI EAFE NR

International Developed Small Stocks: MSCI EAFE Small Cap NR

Emerging Markets Stocks: MSCI Emerging Markets NR

U.S. Bonds: Present Bloomberg US Agg Bond TR

International Bonds: Bloomberg Gbl Agg Ex USD TR Hdg

TIPS: ICE BofA US Infln‐Lnkd Trsy TR

Event Driven: Wilshire Liquid Alternative Event Driven TR

Trend Following: Credit Suisse Managed Futures Liquid TR

Reinsurance: SwissRe Global Cat Bond TR

Private Debt: 1/1/2011 – Last Quarter End: Cliffwater Direct Lending Index Senior; Last Quarter End – Present: S&P/LSTA US LL BB Ratings Loan TR

Real Assets: 3/1/2003 – Present (Minus 1 Quarter): NCREIF Property, NCREIF Timberland, NCREIF Farmland, DJ Brookfld Glb Infra Comp TR; Most Recent Quarter – Last Month End: Versus Real Assets Index; Last Month End – Present: DJ Brookfld Glb Infra Comp TR

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.