The Savant Investment Group, LLC is an independent, fee-only

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-hi ...

advisory group. Headquartered in

Oakland, California Oakland is a city in the East Bay region of the San Francisco Bay Area in the U.S. state of California. It is the county seat and most populous city in Alameda County, California, Alameda County, with a population of 440,646 in 2020. A major We ...

, 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 Mergers and acquisitions (M&A) are business transactions in which the ownership of a company, business organization, or one of their operating units is transferred to or consolidated with another entity. They may happen through direct absorpt ...

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, California, San Mateo County in the San Francisco Bay Area of California, United States. It is bordered by San Francisco Bay on the north and east; East Palo Alto, California, Eas ...

to the historical Schmidt Lithography Co. Clock Tower in San Francisco. In 2011 the company changed its name from The Savant Group to Savant Investment Group, LLC. In 2016, the company moved from San Francisco, California to Oakland. In 2023
Savant Investors
was launched.

References

* https://investingstockonline.com/what-are-binary-options/ {{Reflist Financial services companies of the United States