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Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

#AI--Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered...

Business Wire

Savvy Wealth Investment Management is the latest innovation designed to support modern advisors in the delivery of enriched client experiences and personalized wealth management services

NEW YORK: #AI--Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM). An in-house investment management solution replete with diversified and low-cost investment strategies, SWIM enables the creation and management of personalized investment portfolios tailored to the firm’s high-net-worth (HNW) client base.

SWIM is the newest addition to Savvy Wealth’s fully integrated platform aimed at revolutionizing the way advisors manage, operate and scale their businesses. With SWIM, Savvy’s advisors can build flexible, customizable portfolios to help clients reach their unique financial goals. SWIM offers a number of benefits to advisors, including but not limited to:

  • Efficient portfolio management. Portfolios are managed by Savvy’s investment team, who oversees active asset allocation, timely rebalancing, tax-loss harvesting and cash management.
  • Access to proprietary models. Advisors can offer quantitative, low-cost models developed by Savvy’s Investment Committee and supported by the research of preeminent asset management firms. These proprietary models, which can be built around legacy positions, include customizations around factor tilts and tax-efficiency.
  • Comprehensive portfolio solutions. SWIM enables advisors to diversify portfolios around illiquid securities, private investments, custom indexes, separately managed accounts, and held away retirement accounts.

“Our firm was founded on the vision of strengthening human advice, giving advisors more time to spend working with clients and scaling their business,” said Ritik Malhotra, co-founder and CEO of Savvy Wealth. “Introducing Savvy Wealth Investment Management equips advisors with sophisticated investment tools to help maximize client outcomes, complemented by internal portfolio management support and solutions to help enrich the client experience.”

SWIM builds upon last year’s launch of Savvy Direct Indexing, which was introduced to allow Savvy’s advisors to offer tax-optimized, risk-adjusted and personalized portfolios. By continuing to add to its “all-in-one” technology platform built for modern advisors, Savvy Wealth is eliminating wasted time spent shuffling between several disparate technology solutions. Its platform also offers back-office, operations, marketing and compliance support teams, which enable advisors to spend more time serving clients and engaging with prospects.

“Everything that we do at Savvy is centered around providing clients with more personalized solutions,” asserted Nathan Wallace, founding principal wealth manager at Savvy. “Savvy Wealth Investment Management allows me to provide a cohesive portfolio management experience that takes into account my clients’ full financial picture, ultimately helping me to provide more impactful advice and service.”

With the development of its proprietary investment management solution, Savvy’s advisors can offer all clients a tech-forward experience customized to the specific needs of HNW families and individuals. As the company continues to build upon SWIM, it plans to build customizations around factor tilts and tax-efficiency with support for value, growth and dividend-focused strategies, as well as proprietary active strategies.

Having expanded its advisor headcount to a dozen in 2023, Savvy remains focused on recruiting experienced advisors from top firms who are looking to scale their business using Savvy Wealth’s platform. For more information about Savvy Advisors Investment Management, please visit its website. Advisors interested in joining the firm can view open roles.

About Savvy Wealth

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy Advisors leverage Its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology empowers advisors to scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided.

Fonte: Business Wire

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