Savvy Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Savvy Asset Management LLC offers portfolio management services to individuals, high-net-worth individuals, and business entities, preparing investment policy statements and providing ongoing portfolio monitoring and asset allocation advice with a primary focus on equities. The firm states it provides both discretionary and non-discretionary management and does not impose an account minimum.
The firm’s investment process combines fundamental, quantitative, and technical analysis and uses both long-term and short-term trading strategies, with client risk tolerances documented in an Investment Policy Statement. Savvy seeks discretionary trading authority for accounts where granted and states it attempts fair allocation of investment opportunities across clients.
Among peers in the investment-manager category, Savvy’s brochure discloses an affiliation with a broker-dealer and that its principal acts as a registered representative who accepts commission-based compensation for product sales, a relationship the firm identifies as a potential conflict of interest. The brochure also notes the firm may receive custodian-provided research or other soft-dollar benefits and, notably, reported no assets under management and no client accounts as of December 2023.
Client services
Expertise
Fee options
$1 - $1,000,000: 2.00% $1,000,001+: 1.50%
Registered representative receives commissions from sale of investment products, but commissions are not the primary source of compensation for advisory services.
Qualified clients pay 1.00% annual fee plus 20.00% performance fee on capital appreciation with high water mark.
Main office
New York NY
Advisors at this office
1
Most active in
New Jersey
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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