Savant Capital’s Growth Strategy in the Chicago Area

On May 21st, 2015, Savant announced that it was acquiring Orion Capital Management, an independent registered investment advisory firm.

With this latest acquisition, Savant’s Assets under Management (AUM) is expected to increase to approximately $4.5 billion.

This M&A deal seems to be in line with Savant CEO (Brent Brodeski)’s strategy to expand the firm’s footprint in Chicago and the surrounding IL areas.

This is the 3rd M&A deal that Savant has conducted in the last 24 months. It acquired Paragon Advisors, a $150M investment management firm, in January of 2014.

In January of 2015, Savant acquired Green, Plagge and Shaw, a St. Charles, IL tax and accounting firm.

“As we continue to deploy our growth strategy in the Chicago market, we look for Registered Investment Advisors that align with our corporate philosophies,” stated Brent Brodeski, Savant CEO.

History / Overview of Savant Capital:

For over 30 years (since 1986), Savant has offered integrated investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans, and non-profit organizations.

Savant Capital wealth management

Image source: Pixabay

Savant has a rich heritage of providing financial planning and wealth management assistance dating back to its predecessor firm, Savant Planning Group in 1986.

Clients of Savant include business owners, entrepreneurs, corporate executives, doctors and other successful professionals that are eager to work with an independent fee-only advisor that acts as a fiduciary on their behalf.

Savant does not receive benefits from brokerage services, commissions or finder’s fees, thereby enabling its staff and executives to deliver unbiased advice to its clients – free from conflicts of interest.

Savant Capital Review – Team Members:

  • Theresa A Harezlak
  • Allison A. Alexander
  • Michelle P. Angileri
  • Matthew D. Armstrong
  • David F. Barton, Phone
  • Gina M. Beall, Phone
  • …and more

Savant Review – Services

  • Investment Management
  • Financial Planning
  • Trust Services
  • Tax Services
  • 401(k) Management & Administration

Savant Review – Contact Information:

  • Chicago Office: 200 South Wacker Drive, Suite 3100, Chicago, IL 60605, ph. 312.225.0300
  • Other Offices in Illinois: Rockford, IL • Freeport, IL • Geneva, IL • Hoffman Estates, IL • Naperville, IL •Peoria, IL • Sterling, IL

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