Savant Capital Management Expands Employee Ownership
§ 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, with an office in Peoria, announced today that
28 additional employees have purchased ownership interests in Savant and have
become employee-members of the company. The new employee-member from the Peoria
office includes Daryl Dagit.
Dagit is a financial advisor and member of the Advisory Team, and serves as
market manager for the Peoria market. He has been involved with financial
planning and asset management since 1986 and with the firm for six years.
By increasing the employee-members from 19 to 47, Savant
will maintain its independence as a wealth management firm and continue to
carry out its vision, mission, and core values that were built upon its
clients’ best interests.
“We want to continue to build ideal futures for our clients,
our team and the communities we serve,” said Brent Brodeski, CEO of Savant.
“The new employee-members announced today are leaders in the company and will
make certain the growth and vision of Savant is pursued for the continued
benefit of our clients. This is a major step in our long-term succession plan
and will help Savant continue to thrive well into the future and carry on our
service for generations to come.”
About Savant Capital Management
Savant Capital Management is a
leading independent, nationally-recognized, fee-only firm, serving clients for
30 years with more than $4.7 billion in assets under management. As a trusted
advisor, Savant Capital 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.
Savant is regularly recognized
among the top wealth managers in the United States. Savant was the
recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT
Awards® program to recognize excellence in the business of independent
financial advice. Savant has consistently received other industry recognitions
including recently being included on the Forbes top 50 financial
advisors list, the Barron’s 20 largest financial advisory firms list,
being named the #9 rated RIA firm by Financial Planning magazine, and
included in additional top advisors lists by Financial Advisor magazine
and InvestmentNews .
Savant Capital 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 Savant’s services and may
include lists or rankings published by magazines and other sources which are
generally based exclusively on information prepared and submitted by the
recognized advisor. For more information about Savant or to view our Important
Disclosures, go to www.savantcapital.com.
Savant Capital Management and its employees are independent
of and are not employees or agents of Charles Schwab & Co., Inc.
(“Schwab”). Schwab does not prepare, verify or endorse information distributed
by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an
endorsement, testimonial endorsement, recommendation or referral to Savant
Capital Management with respect to its investment advisory and other services.
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