Savvly Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,208
Clients
0
Advisors
2
of 2 employees
About
Savvly Advisor, LLC provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, and it also offers consulting to employee benefit plans including 401(k) plans. The firm advises private investment funds and an exchange-traded fund and generally charges fees based on a percentage of assets under management.
The firm combines modern portfolio theory and technical analysis and implements client-specific Investment Policy Statements through discretionary, long-term trading strategies. Its pension consulting services include identifying investment objectives and restrictions, recommending and monitoring money managers and other service providers, and creating written pension consulting plans tailored to plan demographics and goals.
Noteworthy features relative to peers include the firm’s active pension consulting practice (an uncommon service among investment managers) and its affiliation with the insurance industry via a supervised person licensed to sell insurance products; the firm discloses these relationships and potential conflicts of interest. The firm also serves as sponsor or manager of private funds and requires clients to use a specified broker-dealer/custodian, which are operational arrangements that distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
1.50% annually for all assets
Some supervised persons receive commissions from insurance product sales as outside business activities, disclosed conflicts of interest
Main office
1035 Pearl Street, Suite 322
Boulder CO 80302
Advisors at this office
2
Most active in
Colorado
Also doing business as
Savvly Advisor · Savvly Advisor, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Dario F
Series 63, Series 65
Boulder, CO
Savvly Advisor
Dario Fusato is a financial advisor with Savvly Advisor, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with Aon and Arthur J. Gallagher & Co., and he maintains involvement as an insurance agency owner and a sponsor or managing member of private funds. Savvly Advisor, LLC provides portfolio management and advisory services to pooled investment vehicles, investment companies, and pension or profit-sharing plans, with a focus on long-term discretionary trading strategies guided by client-specific Investment Policy Statements. The firm also offers pension consulting services and manages private funds, distinguishing itself through its active pension consulting practice and connections to the insurance industry.
Hilla H
Series 63, Series 65
Boulder, CO
Savvly Advisor
Hilla Hascalovici is a financial advisor at Savvly Advisor with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Savvly in 2025, she worked at Goldman Sachs & Co. LLC for five years and JP Morgan Chase & Co for one year. Savvly Advisor provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, alongside consulting for employee benefit plans. The firm employs a combination of modern portfolio theory and technical analysis through discretionary, long-term trading strategies and maintains an active pension consulting practice.
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