Savant Capital Management, a fee-only wealth management firm headquartered in Rockford with offices in Geneva, Peoria, Hoffman Estates, Chicago, Freeport and Madison announces the addition of a new division of its company – Savant Portfolios.
Savant Partners Thomas Muldowney, Brent Brodeski and Richard Bennett launched Savant Portfolios to accommodate investors that have traditionally been ignored by big brokers and banks because they were considered "too small." Whether they have just begun to accumulate wealth or are moving into retirement, all investors have a definite need for an advisor who can help them navigate to their goals.
Savant Portfolios clients who own $50 thousand or more in financial assets will receive the same disciplined, tax-efficient and proven successful investment strategies as existing Savant Wealth Management clients. Additionally, they will benefit from the trusted expertise a relationship with a Savant advisor brings. However, Savant Portfolios clients will find a lower fee arrangement as compared to other types of advisors because at this stage of their investment strategy they do not require the complexity of integrated financial planning and tax management.
"Savant clients are diligent about accumulating wealth to ensure financial autonomy in the future," said Managing Partner Brent Brodeski. "Many of our wealth management clients ask us to help their grandchildren, children or friends who may not have the complex needs that our existing wealth management clients have. We are now happy to offer a solution for them through Savant Portfolios."
"We think that it is important for our clients to not only have a personal relationship with their advisor, but to also to be able to talk to them about each and every need," said Managing Partner Richard Bennett.
Savant has assembled a team of specialists to advise and guide the Portfolios clients towards their goals. The team includes Financial Advisors Thomas Ptacin and Scott Demler, and Client Service Coordinators Elizabeth Muldowney Samuelson and Christi Swearingen.
As an Independent Registered Investment Advisor, Savant’s primary mission is to deliver high-quality, best-of-class advice and investment solutions that are not contradicted by conflicts of interest.
Savant only receives compensation from its clients; they do not receive commissions, utilize proprietary investments and do not receive kickbacks for investments they recommend.
For more information on Savant Portfolios log on to www.savantportfolios.com or