Savvy Wealth and the parent company of Savvy Advisers have launched 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.
With SWIM, Savvy’s advisers can build flexible, customizable portfolios to help clients reach their unique financial goals. SWIM offers a number of benefits to advisers, 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. Advisers can offer quantitative, low-cost models developed by Savvy’s Investment Committee and supported by the research of preeminent asset management firms. Thes
