A complete list of active advisors currently associated with Savvy Asset Management LLC
Warmer can help you find a great advisor at Savvy Asset Management LLC or one who fits your needs even better.
Savvy Asset Management LLC offers portfolio management services to individuals, high-net-worth individuals, and business entities, preparing investment policy statements and providing ongoing portfolio monitoring and asset allocation advice with a primary focus on equities. The firm states it provides both discretionary and non-discretionary management and does not impose an account minimum. The firm’s investment process combines fundamental, quantitative, and technical analysis and uses both long-term and short-term trading strategies, with client risk tolerances documented in an Investment Policy Statement. Savvy seeks discretionary trading authority for accounts where granted and states it attempts fair allocation of investment opportunities across clients. Among peers in the investment-manager category, Savvy’s brochure discloses an affiliation with a broker-dealer and that its principal acts as a registered representative who accepts commission-based compensation for product sales, a relationship the firm identifies as a potential conflict of interest. The brochure also notes the firm may receive custodian-provided research or other soft-dollar benefits and, notably, reported no assets under management and no client accounts as of December 2023.
To learn more about the advisors currently working at Savvy Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 7
|
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