Savoy Investment Management, Inc.

Overview

Savoy Investment Management, Inc. is a small, owner-operated advisory firm that manages discretionary portfolios for individuals and families, and provides portfolio management services for small businesses. The firm charges a percentage-of-assets fee and reports an explicit preference for equity allocations, while also describing itself as an active ESG investor. Investment activity centers on liquid, exchange-traded securities as the primary building blocks of client portfolios, supplemented by third-party alternative managers where appropriate. Strategy implementation appears to be centralized and hands-on, given the limited client base and concentrated custody relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices