Savoy Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Savoy Investment Management, Inc. is a state-registered investment adviser that provides discretionary portfolio management and ongoing personal financial consulting to individuals, trusts, estates, and small businesses. The firm delivers semi-annual performance reports and works with clients to document investment profiles, risk tolerances, and financial objectives.
The firm emphasizes a long-term, buy-and-hold approach that leans heavily on individual common stocks for growth and dividend reinvestment, supplemented by traditional fixed income and funds; it employs both fundamental and technical analysis. Accounts are managed on a discretionary basis with custody and execution routed through Charles Schwab, and the adviser generally places trades separately for each account rather than aggregating orders.
Noteworthy aspects include the firm’s long continuous operation since 1983 and its single-advisor structure with the principal also overseeing compliance and investment decisions. The adviser maintains several uncommon practices for its size: it provides tax planning and preparation only to a small group of legacy clients, does not use private equity or cryptocurrencies, does not permit client trading restrictions (while documenting ESG inquiries), and does not vote client proxies.
Client services
Fee options
1.50% annually, billed semi-annually in arrears
$100 per hour for tax planning and preparation services (limited to nine legacy clients)
Account minimum: $1,000,000
Main office
Montgomery TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Savoy Investment Management · Savoy Investment Management, Inc. · Savoy, Linda Rose
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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