A complete list of active advisors currently associated with Savoy Investment Management, Inc.

Warmer can help you find a great advisor at Savoy Investment Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Savoy Investment Management, Inc., 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
Linda Savoy	Montgomery, TX	14

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support