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.