Phil Huber launched his book titled, “The Allocator’s Edge,” a modern guide to alternative investments and the future of diversification. The book, explores alternative asset classes and their potential to help build durable and resilient investment portfolios.
Financial trade publication CityWIre RIA reports on our acquisition of Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to help achieve financial independence in retirement.
Savant announced plans to acquire Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to achieve financial independence in retirement.
Savant announced that several of its employees have earned some of the highest and most-respected financial industry designations. Lifelong learning through these and other programs is one of Savant’s core values to help build trust and provide peace of mind in helping clients pursue their ideal futures.
Financial advisor Kevin Kingston wrote an article for the Bloomington, IL Pantagraph about how estate owners can transfer their assets to future generations.
Savant Wealth Management announced it has received a strategic minority investment from Kelso & Company, a North American-focused middle-market private investment firm.
Financial advisor Daryl Dagit was quoted throughout an article on Central Illinois Proud about Rivian and what the company’s losses may mean for shareholders.
Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.