Savvy

Overview

Savvy is an independent, SEC-registered investment adviser (registered in 2022) that operates as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through publications and workshops. Savvy also identifies itself as an active ESG investor and maintains a broker-dealer affiliation. Ownership is reported as a combination of a domestic entity and individual ownership. Savvy positions itself to blend direct portfolio management with outsourced manager selection: the firm both manages discretionary assets and places client capital into external funds and strategies. The advisory menu and fee flexibility suggest a client base that includes high-net-worth households as well as institutional or pooled capital relationships.

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