Savant Capital, LLC, a national advisory firm which manages $3 billion in assets, announced today that two additional employees have purchased ownership interests in Savant and have become members of the company. The new employee-members are Dan Rezin and Dave Barton. Rezin serves a Chief Financial Officer and Barton leads the advisory team as Director of Advisory Services & Business Development.
Savant remains focused on its vision for the future while maintaining its commitment to the long-term benefit of clients. The latest member additions join the ranks of a recent expansion of employee members late last year as well as a combination with The Monitor Group, a firm in the Washington DC area.
“We are excited by the progress we’ve made in our efforts to build a sustainable and long-term strategy to support our team, our clients and our communities,” said Brent Brodeski, Savant CEO and Principal. “We remain committed to delivering a best-in-class service and experience to our clients.”
“Our long-term goal has been to grow our company in such a way that our clients will remain the primary benefactor,” said Brodeski. “Expanding ownership in Savant is a key part of our long-term strategy to assure Savant is highly sustainable and remains a top thought leader for multiple generations. We are thrilled to be able to expand our ownership to these fine employees.”
With the addition of the two new members, the Savant ownership group has expanded to a total of 18 individuals — each is a current employee of the firm.
Savant Capital, LLC, offers investment management, financial planning, and family office services to individuals, trust funds, retirement plans and non-profit organizations. It also provides portfolio design and management, tax planning, advanced estate and financial planning and sophisticated business and senior executive consulting services.
Savant has regularly received local and national recognition. For the past six years Savant has been named by Barron’s magazine as one of the 100 Best Independent Financial Advisors in the United States. In addition, Savant has earned a place on the Bloomberg/Wealth Manager/AdvisorOne “Top Dog” list for the past 10 years. Our hard work and commitment to provide the best service and value to clients has also earned us recognition by publications including InvestmentNews (one of the 50 Largest Wealth Management Firms in the Nation), Financial Advisor magazine (A Top-Growing Independent RIA), BusinessWeek (Most Experienced RIA List), and Forbes (Top 50 Registered Investment Advisor).
Savant Capital Management is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. 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 and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized Advisor. The Advisor does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.