What makes Savant Capital Management different?
While there are many financial salespeople and companies that can invest their clients’ portfolios, few of them actually take the time needed to first learn what is really important to the individual investor. That oversight is unfortunate since it often results in misguided investments and planning strategies that sadly point people in the wrong direction. Savant believes that effective investment and planning strategies can only be formulated if they are designed to closely integrate with its clients’ goals and their ideal vision of the future. Accordingly, for both planning and investment clients, the first step in our process is The Wise Wealth Visioning Exercise™.
