Informed.
Independent.
Insightful.
Wealth Management, Retirement Plan Services, Charitable Planning
OUR VISION
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.
A COMPLETE SUITE OF WEALTH BUILDING SOLUTIONS
SOLUTIONS
RETIREMENT PLAN SERVICES
Qualified and Non-qualified Retirement Plans
Providing sound fiduciary oversight for plan sponsors and retirement security for plan participants
Oakland City Center Plaza
555 12th Street, Suite 925
Oakland, CA 94607
415.926.7200