Savant - University Wealth Management
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Investment Management

Evidence-Based Investing is the Foundation of Our Philosophy

Through our evidence-based investment approach, our goal is to can help identify which investments are more likely to succeed based on objective criteria, and which investments involve unnecessary risk and expenses. Our portfolio methodology follows a four-step, multi-layered process with the goal of helping build a better portfolio and increased peace of mind for our clients.

Although concepts like investing for the long term, diversification, and staying in your seat don’t sound flashy, they are primary cornerstones of our philosophy. We structure our steady investment approach to anticipate rocky inclines and uncertain times, not just tranquil waters and sunny skies.

We do not take custody of any accounts or assets, nor do we sell any investment products. We do offer clarity on your options and personalized planning that helps you pursue your goals. If you are like most university professionals, you may have several investment accounts—and just as many quarterly statements—to arrange and understand. We know it can be difficult to manage all these accounts as one portfolio.

Invesment Management

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Unique Investment Options

Our University Wealth Management Team specializes in the unique investment options available to academia. We can directly manage your investments within university plans in addition to assets outside the university.

We are not associated with any university or any retirement plan vendor.

InvestmentMangementSpotlight

Focused on You

Our portfolios focus on preserving and growing your assets. In addition to properly balancing risk and return, we will strive to globally diversify your portfolio, help eliminate excess cost, reduce tax liability, and provide adequate liquidity and cashflow to meet your needs. We focus on a disciplined decision-making approach, which provides enhanced value. Because we don’t sell products, you don’t pay commissions on the investments we recommend.

Building a Better Portfolio

Investment Strategy Review

  • Review and analyze your existing portfolio
  • Complete Risk and Return Assessment
  • Confirm your investment strategy

Investment Transition

  • Establish custodial relationships and coordinate asset transfers
  • Formulate tax-efficient transition plan
  • Document investment policy statement
  • Design and implement portfolio

Investment Management

  • Monitor and manage portfolio
  • Systemically rebalance portfolio
  • Proactively manage your tax liability

Portfolio Review

  • Review progress regularly
  • Re-affirm alignment of portfolio with your plan
  • Update portfolio and investment policy statement

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Wise Counsel for University Professionals

Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.