Savant Capital Management
Overview
Savant Capital Management is a fee-only wealth management firm headquartered in Rockford, Illinois, offering comprehensive financial planning and investment advisory services to high-net-worth individuals and institutions. The firm provides a range of services, including investment management, financial planning, retirement plan solutions, and family office services, with a focus on aligning investment strategies with clients' evolving objectives and preserving family wealth across generations. Savant Capital Management serves clients across the United States, with offices in multiple states, including Illinois, Wisconsin, Virginia, and others. The firm's investment approach emphasizes a fiduciary responsibility, ensuring that client interests are prioritized in all financial decisions. Savant Capital Management has a history of growth through strategic acquisitions, such as the 2012 combination with The Monitor Group, which expanded its assets under management to nearly $2.7 billion and its presence to nine offices in three states. This expansion continued with the 2018 acquisition of D3 Financial Counselors, further strengthening its footprint in the Chicago area. The firm's investment philosophy centers on delivering personalized, objective advice to help clients build ideal financial futures, leveraging a team-oriented approach and a commitment to fiduciary excellence. Savant Capital Management is regularly recognized among the top wealth managers in the United States, reflecting its dedication to client success and industry leadership.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Savant Capital Management
What sectors does Savant Capital Management invest in?
Savant Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Rockford, Illinois, United States. Savant Capital Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does Savant Capital Management invest at?
Savant Capital Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Savant Capital Management invest in?
Savant Capital Management invests across United States.
What companies has Savant Capital Management invested in?
Savant Capital Management's portfolio includes Tech Innovations Inc., TeleCom Networks, Consumer Goods Co., MediaWorks, Global Tech Solutions, Energy Solutions Ltd., Materials Supply Co. and HealthFirst Medical.
How do I contact Savant Capital Management?
Savant Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
