A complete list of active advisors currently associated with Savage Advisory
Warmer can help you find a great advisor at Savage Advisory or one who fits your needs even better.
The firm provides stock-specific advisory services to individual investors, offering fundamental stock research, stock recommendations drawn from a proprietary recommended list, and portfolio analysis. It also offers educational seminars on personal investing topics, while clients execute any recommended transactions through broker-dealers or trading services of their choice. Investment decisions are driven by fundamental analysis and a growth‑at‑a‑reasonable‑price (GARP) philosophy, using proprietary financial projections and qualitative assessments to evaluate whether a stock’s price reflects its underlying value. Advice is tailored to each client’s financial goals, investment horizon and risk tolerance, and the firm does not custody or directly trade client assets. Noteworthy features include the firm’s formal offering of fee‑based, participant‑priced educational seminars on stock‑specific and personal investing topics — a service uncommon among peers — and a research‑focused practice led by a principal with more than two decades of global equity research and portfolio management experience and professional credentials. The principal also invests personal assets in the firm’s recommended securities; the firm discloses this potential conflict and describes practices (such as not managing or trading client accounts and offering optional update notifications) intended to provide transparency.
To learn more about the advisors currently working at Savage Advisory, 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 |
|---|---|---|
Philadelphia, PA
| 5
|
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