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Savant Investment Group
The Savant Investment Group, LLC is an independent, fee-only wealth management advisory group. Headquartered in Oakland, California, the company has 12 employees. In 2006, the company exceeded $1,000,000,000 in managed assets. Former names: Savant Russell, Burkhart Pension, The Savant Group, Savant Advisors History After several mergers the company became Savant Russel in 1991. The company was founded by Thomas Burkhart as a financial advisory firm for wealthy individuals. The company's typical account size was worth $2 to $3 Million. In 1993 the company moved from Menlo Park, California Menlo Park is a city at the eastern edge of San Mateo County within the San Francisco Bay Area of California in the United States. It is bordered by San Francisco Bay on the north and east; East Palo Alto, Palo Alto, and Stanford to the so ... to the historical Schmidt Lithography Co. Clock Tower in San Francisco. In 2011 the company changed its name from The Savant Group to Savant ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Wealth Management
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance. Private wealth management Private wealth management is delivered to high-net-worth investors. Generally, this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock. Traditionally, the wealthiest retail clients of investment ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Oakland, California
Oakland is the largest city and the county seat of Alameda County, California, United States. A major West Coast of the United States, West Coast port, Oakland is the largest city in the East Bay region of the San Francisco Bay Area, the third largest city overall in the Bay Area and the List of largest California cities by population, eighth most populated city in California. With a population of 440,646 in 2020, it serves as the Bay Area's trade center and economic engine: the Port of Oakland is the busiest port in Northern California, and the fifth busiest in the United States of America. An act to municipal corporation, incorporate the city was passed on May 4, 1852, and incorporation was later approved on March 25, 1854. Oakland is a charter city. Oakland's territory covers what was once a mosaic of California coastal prairie, California coastal terrace prairie, oak woodland, and north coastal scrub. In the late 18th century, it became part of a large ''rancho'' grant in t ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Asset Management
Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings or equipment) and to intangible assets (such as human capital, intellectual property, goodwill or financial assets). Asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets in the most cost-effective manner (including all costs, risks, and performance attributes). The term is commonly used in the financial sector to describe people and companies who manage investments on behalf of others. Those include, for example, investment managers that manage the assets of a pension fund. It is also increasingly used in both the business world and public infrastructure sectors to ensure a coordinated approach to the optimization of costs, risks, service/performance, and sustainability. ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mergers
Mergers and acquisitions (M&A) are business transactions in which the ownership of companies, other business organizations, or their operating units are transferred to or consolidated with another company or business organization. As an aspect of strategic management, M&A can allow enterprises to grow or downsize, and change the nature of their business or competitive position. Technically, a is a legal consolidation of two business entities into one, whereas an occurs when one entity takes ownership of another entity's share capital, equity interests or assets. A deal may be euphemistically called a ''merger of equals'' if both CEOs agree that joining together is in the best interest of both of their companies. From a legal and financial point of view, both mergers and acquisitions generally result in the consolidation of assets and liabilities under one entity, and the distinction between the two is not always clear. In most countries, mergers and acquisitions must co ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Menlo Park, California
Menlo Park is a city at the eastern edge of San Mateo County within the San Francisco Bay Area of California in the United States. It is bordered by San Francisco Bay on the north and east; East Palo Alto, Palo Alto, and Stanford to the south; and Atherton, North Fair Oaks, and Redwood City to the west. It is one of the most educated cities in California and the United States; nearly 70% of residents over 25 have earned a bachelor's degree or higher. It had 33,780 residents at the 2020 United States Census. It is home to the corporate headquarters of Meta, and is where Google, Roblox Corporation and Round Table Pizza were founded. Its train station holds the record as the oldest continually operating train station in California. Toponym "Menlo" is derived from Menlo (the anglicized spelling of Irish Gaelic 'Mionloch', meaning 'small lake') in County Galway, Ireland. The name "Menlo Park" was given to a ranch purchased by Irish settlers in honor of their home villag ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Schmidt Lithography Co
Schmidt may refer to: * Schmidt (surname), including list of people with the surname * Schmidt (singer) (born 1990), German pop and jazz singer * Schmidt (lunar crater), a small lunar impact crater * Schmidt (Martian crater), a crater on Mars * Schmidt (volcano), in Kamchatka * Schmidt Block, listed on the National Register of Historic Places in Scott County, Iowa, USA * Schmidt Brewery, a St. Paul brewery * Schmidt camera, an astronomical telescope designed for photography * Schmidt–Cassegrain telescope, a version of the Schmidt camera * Schmidt Site, an archeological site in Michigan, USA, listed on the National Register of Historic Places in 1973 * Schmidt Spiele, a German games manufacturer * Schmidt Baking Company, makers of Schmidt's Blue Ribbon Bread * von Schmidt auf Altenstadt, a German baronial family in Kirchgattendorf, part of the municipality of Gattendorf * Schmidt Island, an island in the Novaya Zemlya archipelago in the Arctic Ocean * Schmidt Peninsula (S ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
