Savant Wealth Management, a fee-only registered investment adviser (RIA) majority-owned by its employees, named Zach Ivey, CFA®, CFP®, as its chief investment officer (CIO), effective Jan. 1.
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the acquisition of woman-owned Source Financial Advisors, a New York, NY-based boutique RIA with $536 million in assets under management. Savant did not disclose the terms of the deal, which closed on Dec. 9.
Recognized for his leadership to the firm, the industry and area non-profits Savant Capital Management is pleased to announce that Jakob Loescher has been honored by the Rockford Chamber of Commerce by being named one of the region’s “40 Leaders Under Forty.” Loescher, a summa cum laude graduate of Northern Illinois University College of Business, […]
Savant Capital Management is pleased to announce that Michelle Angileri and Jake Loescher have been honored by the Rockford Chamber of Commerce by being named to the “40 Leaders Under Forty” class of 2016. Angileri and Loescher were nominated for the award because of their leadership and contributions to Savant, the industry and to area […]
Firm announces recent grant recipients through a grant fund administered by the Community Foundation of Northern Illinois Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that the firm has awarded $2,500 grants to Rockford University and the Rock River Valley Food Pantry. Savant has been awarding grants to nonprofit […]
Transaction positions firm to remain independent and execute growth strategy Savant positioned as one of a very few independent RIAs with nearly $5 billion in assets under management, broad employee ownership, self‐governance and access to future growth capital. Capital raised addresses shareholder liquidity needs and assembles a diverse and highly experienced group of outside capital […]
Savant further expands its employee ownership group to 47 people. Additional ownership helps assure long-term continuity for the 30-year-old firm. Positions Savant to remain independent into the future. Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, announced today that 28 additional employees have purchased ownership interests in Savant and have […]
Ryan Monette, a financial advisor with Savant Capital Management, a nationally-ranked fee-only wealth management firm headquartered in Rockford, recently joined the Stateline Chamber of Commerce board of directors and was published in Investopedia. With more than 20 million unique visitors and 60 million page views each month, Investopedia is the world’s leading source of financial […]
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, has been named to Barron’s Top 20 Independent Advisory Firms list. The inaugural ranking named Savant #18. Brent Brodeski, CEO of Savant, was asked by Barron’s for his comments on the firm’s advisory practice. “The solo practitioner is well suited to providing […]
Savant further expands its employee ownership group to 49 people. Additional ownership ensures Savant maintains its independence for years to come. Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that 32 additional employees will purchase ownership interests in Savant and become employee-members of the company. The transaction is expected […]
Savant Capital Management, a nationally-recognized fee-only wealth management firm, continues to grow and develop its team through the addition of new team members, as well as new industry designations, certifications and higher education degrees received by current employees. In addition to four new team members added to Savant’s Rockford office, seven current team members have […]
Firm announces recent grant recipients through a grant fund administered by the Community Foundation of Northern Illinois Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that the firm has awarded $2,500 grants to the Friends of the Coronado and the Rockford Art Museum. Savant has been awarding grants to […]
Financial advisor selected as a top financial advisor in the nation Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that financial advisor Grant Moore was selected to the “40 Under 40” class of 2016 by InvestmentNews. Grant is the firm’s first ever team member to be recognized with the honor. […]
Firm gives back to Starlight Theater through a new grant fund Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, helps build ideal futures for individuals, families and organizations. This year, Savant celebrates its 30th anniversary of helping clients work toward achieving their financial goals. Savant is proud to announce that it […]
Glenn Kautt honored by Financial Planning Association of the National Capital Area McLean, VA – Glenn Kautt, vice chairman of the board for Savant Capital Management, a nationally-recognized fee-only wealth management firm, has received the 2016 Lifetime Achievement Award from the Financial Planning Association (FPA) of the National Capital Area. Kautt is also a principal, […]
Naperville, IL – Savant Capital Management, a nationally-recognized, fee-only wealth management firm, continues to grow and establish itself as a top financial advisor in the Chicagoland market. In addition to adding new team members and current team members receiving new certifications, the firm was recently named as one of the Top 10 Financial Advisors in Chicago, […]
Savant Capital Management announced today that it has been named as one of the 2016 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Human Resources Management Association of Chicago (HRMAC), the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business […]