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| Savant Investment Group, LLC |
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Overview:
Informed: Leveraging intellectual capital and cutting-edge technology, we are able to provide our clients with personalized investment solutions that are rooted in market realities.
Independent: Our independent status means clients receive completely objective investment solutions and guidance.
Insightful: With two Ph.D.s and over 150 years of collective industry experience, our Investment Committee has few peers.
These are the hallmarks that have led to Savant Investment Group's status as one of the country's leading wealth management firms. To learn more about our Company and how we can help meet your long-term investment goals, please explore our website by clicking on a menu tab above that best meets your needs.
With a track record of success since 1991, Savant Investment Group, LLC is widely recognized as one of the leading independent fee-only wealth management firms in the United States. Being a privately-owned Company means that we can provide our clients a truly unique blend of product and service leadership. Leveraging cutting-edge technology and intellectual capital, rarely seen outside of global Fortune 500 institutions, and underpinned by a culture of nimbleness and long-term relationships, we are well-equipped to provide world-class, personalized investment solutions.
Our best-of-breed investment strategies and products are available to different types of clients. Whether you are an individual investor looking for a long-term wealth management partner, are responsible for managing a corporate retirement plan or overseeing a foundation/endowment, Savant Investment Group will work closely with you to build a portfolio that meets your specific investment goals.
Savant Investment Group’s extensive expertise and size of assets have enabled us to establish long term institutional relationships with some the world’s largest wealth management firms. These partnerships are both wide and deep in their reach. They provide clients with a combined benefit of robust investment strategies and money manager access, which is a unique offering in the private sector. |
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History:
Founded by Tom Burkhart in 1991 as Savant Russell, Inc., the Company has evolved from a series of companies and mergers dating back to 1982. The catalyst that sparked Savant Investment Group’s genesis was a shift in career focus for Tom from investment products to the pension consulting world. This change led to the establishment of Security Pension Services, Inc. (SPS) in 1982, and shortly thereafter its registration with the SEC as a Registered Advisory Firm. At the time, SPS was one of the industry pioneers in the provision of wealth management advice by a pension firm.
In 1990, SPS merged with a larger actuarial firm in San Jose that had an affiliation with Russell Group. This strategic alliance provided SPS’s clients with access to institutional money managers for the first time. It wasn’t long before Tom decided to take the Company’s next leap into becoming a pure-play wealth management advisory firm, selling off his ownership interest in the pension administration business.
In 1993, Savant Russell, Inc. moved from its Menlo Park Headquarters to San Francisco and the historic Clocktower Building on Second Street, South of Market. Nearly 20 years later, Savant Investment Group retains its core operations team at the same location.
In 2001, a highly accredited investment committee was formed following the recruitment of a Chartered Financial Analyst. That same year, the Company addressed its need for independent trust services by becoming a founding shareholder of National Advisors Trust (NATC), located in Overland Park, Kansas.
In 2006, Savant Investment Group achieved a number of key milestones. It exceeded $1,000,000,000 in assets under management for the first time in its history. The Savant Charitable Foundation was also founded, extending its community reach and supporting numerous local charities in the process.
In 2011, the Company rebranded itself under the new name, Savant Investment Group LLC, to mark 20 years of successful operations, paving the way to the next chapter in its evolution. Today, Savant Investment Group has 23 employees with offices in San Francisco, Sacramento, Santa Cruz, Santa Rosa and Ashland, Oregon.
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