Savevest, LLC

Overview

Savevest, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm focuses on financial planning and portfolio management for individuals and small businesses, with additional pension consulting capabilities. Its advisory model is fee-based, combining a percentage of assets under management with the option for hourly charges, which supports both ongoing wealth management relationships and discrete planning engagements. Investment activity centers on public funds and mutual funds as the primary vehicle for client exposure. Savevest takes a discretionary approach across its reported assets, managing client portfolios through separately managed accounts (SMAs) that are populated primarily with mutual funds. The firm serves both individual and family clients as well as institutional relationships, and its practice size reflects a boutique, high-touch RIA rather than a large-scale allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices