As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today as a guide to managing investments and helping plan ideal futures for our clients.
Below we have highlighted six of our 30 maxims across five key areas as excellent reminders to all of us. You can learn more about our 30 maxims here.
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.
The index portfolio return estimates reflect forward-looking expectations based on the outputs from Savant’s proprietary expected return methodologies. The results that were calculated by means of the application of forward- looking return estimates from Savant’s proprietary expected return methodologies use an asset allocation comprised of the asset classes indicated and, as such, the corresponding results have inherent material limitations, including: (1) the portfolio results do not reflect the results of actual trading using client assets, but were achieved by means of the proactive application of each of the referenced portfolios, certain aspects of which may have been designed with the benefit of hindsight; (2) forward- looking performance may not reflect the impact that any material market or economic factors might have on the adviser’s use of the hypothetical portfolio if the portfolio was being used during the period to actually manage client assets; and, (3) for various reasons (including the reasons indicated above), Savant’s clients may experience investment results during the corresponding time periods that are materially different from those portrayed in the portfolio. Other Notes and Assumptions: Historical index performance, standard deviations, and correlations have been produced by unaffiliated third parties and, while it is deemed reliable, Savant does not guarantee its accuracy or completeness. Additional analysis was performed by Savant, and has not been independently verified.
Savant Wealth Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the advisor’s services.
Past performance may not be indicative of future results. 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 Capital Management (“Savant”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. 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.