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May 31, 2022

Alternative Investments White Paper

by: Savant
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Building Better Portfolios One Asset Class at a Time

For much of history, many alternative investments were accessible only to institutional investors or the extremely wealthy. Thankfully, the investment landscape continues to change, introducing new investment opportunities for professional asset allocators and retail investors alike.

The accelerating industry trend of democratization has made significant progress in recent years, at a time when both stock and bond markets face their respective challenges. In addition to evaluating the current market landscape, this paper introduces several alternative asset classes with the potential to complement traditional stock/bond portfolios.

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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.

©2023 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.

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