There is no doubt that everyone wants to secure their financial future and make wise investment choices. With so many options and information available, it can be overwhelming to figure out the best approach. This is where Savoy Investment Management, Inc. comes in – a trusted financial management company that helps individuals, families and businesses make sound financial decisions.
Being in the industry for over 10 years, Savoy Investment Management, Inc. has a dedicated team of advisors who are known for their expertise and experience in the financial world. They are a preferred choice for many individuals and businesses looking for reliable and trustworthy financial advice.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial advice based on individual needs and goals
- Utilize industry-leading technology and resources to create tailored investment portfolios
- Offer a comprehensive range of financial services to meet diverse needs
- Top-notch customer service and support from a team of experienced advisors
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
Savoy Investment Management, Inc. offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Investment management and portfolio construction
- Retirement planning and solutions
- Estate planning and asset protection strategies
- Tax planning and management
- Insurance and risk management
- Business planning and consulting
Client Types
Savoy Investment Management, Inc. works with a diverse range of clients including:
- Individuals and families
- Businesses and corporations
- Non-profit organizations
- Celebrities and high-net-worth individuals
- Retirees and pre-retirees
- Professionals and entrepreneurs
Fees & Compensation
Savoy Investment Management, Inc. operates on a fee-only basis, meaning they do not receive any commissions or bonuses for selling products to clients. This ensures that their advisors are working in the best interest of their clients, rather than prioritizing commission-based products. Their fees are based on a percentage of assets under management and are transparently disclosed to clients.
Background
Savoy Investment Management, Inc. was founded in 2009 by financial experts with a combined experience of over 30 years in the industry. With a mission to provide sound financial advice and help clients achieve their financial goals, the company has grown to become a well-respected and trusted name in the financial management industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Savoy Investment Management, Inc. follows strict regulations and has a commitment to transparency and disclosure. Some important disclosures to know include:
- Disclosure of any potential conflicts of interest
- Disclosure of any disciplinary actions or complaints against the company or its advisors
- Disclosure of fee structures and compensation methods
- Disclosure of investment strategies and risks