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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. [1]
Former names: Savant Russell, Burkhart Pension, The Savant Group, Savant Advisors
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. [2]
In 1993 the company moved from Menlo Park, California 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.[ citation needed ]
In 2023, Savant Investors was launched. [3]
Laura D'Andrea Tyson is an American economist and university administrator who is currently a Distinguished Professor of the Graduate School at the Haas School of Business of the University of California, Berkeley and a senior fellow at the Berggruen Institute. She served as the 16th Chair of the White House Council of Economic Advisers from 1993 to 1995 and 2nd Director of the National Economic Council from 1995 to 1996 under President Bill Clinton. Tyson was the first woman to hold each of those posts. She remains the only person to have served in both posts.
AllianceBernstein Holding L.P.(AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors.
LPL Financial Holdings Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company. The Hartford is a Fortune 500 company headquartered in its namesake city of Hartford, Connecticut. It was ranked 160th in Fortune 500 in the year of 2020. The company's earnings are divided between property-and-casualty operations, group benefits and mutual funds.
The Greenlining Institute is a public policy, research, and advocacy non-profit organization based in Oakland, California. It seeks to advance economic opportunity and empowerment for people of color through advocacy, community and coalition building, research and leadership development.
Alan I. Casden is an American real estate developer, investor and philanthropist. His real estate companies have developed over 90,000 multi-family apartments since the 1980s. He also owns 3,100 luxury apartments in Los Angeles.
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and the world's fourth largest asset manager, with nearly $4.14 trillion (USD) in assets under management as of 31 December 2021.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Harris myCFO provides a variety of services including investment advisory and family office services. Harris myCFO managed over $18 billion in assets in 2011 and Forbes ranked the company seventh on a list of top fee-only investment advisors.
Paul Habibi is an American real estate entrepreneur and UCLA professor. Habibi is principal and co-founder of Habibi Properties, LLC, one of the largest private multi-family housing owners in the Los Angeles metropolitan area. Habibi Properties acquires, develops and manages multi-family and mixed-use real estate projects throughout Southern California. The company also invests in single-family homes, in the Kansas City metropolitan area, and almond and pistachio orchards in California's San Joaquin Valley.
Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor.
Cary Allan Kochman is an American banker and the Sole Head of the Global Mergers and Acquisitions Group at Citigroup, as well as the Chairman of the Chicago Citi office. He is also a member of the Global BCMA Operating Committee.
Marathon Capital is an independent investment bank delivering financial advice to the global energy and infrastructure markets. Marathon Capital specializes in the sale and financing of companies, portfolios and assets within these markets.
Dixon Hughes Goodman LLP was one of the two predecessor firms that merged to form Forvis, LLP.
The Walker family came to prominence via its progenitor, T. B. Walker, a highly successful American businessperson who acquired timber in Minnesota and California and built one of the largest forest products corporations in the nation at the time. He collected art that he made available to the public, and founded the Minneapolis Public Library. He is also the founder and namesake of the Walker Art Center in Minneapolis. Descendants of his son, Clinton Walker, continue to live in Northern California and own 142,500 acres of Forest Stewardship Council (FSC)-certified sustainable timberland known as Shasta Forests.
SoFi Technologies, Inc. is an American online personal finance company and online bank. Based in San Francisco, SoFi provides financial products including student loan refinancing, mortgages, personal loans, credit card, investing, and banking through both mobile app and desktop interfaces.
TwinFocus Capital Partners LLC is a multi family office based in Boston, Massachusetts. The company was started in 2006 by twin brothers Paul and Wesley Karger. Today, TwinFocus has a 25-person team and represents more than 40 family office clients around the world with balance sheets totaling at least $100 million. The company manages an array of asset classes including stocks, bonds, mutual funds, private equity and real estate. As of September 2020, TwinFocus reported $7.5 billion in assets under advisory. Roughly 70 percent of the capital that the firm oversees is for U.S.-based families.
Charles J. Gradante is an American businessman in the hedge fund industry, appearing on television and before the United States Congress in that role. Sovereign Wealth Fund Institute's PensionDaily.com called Gradante "one of Wall Street's most sought after opinion leaders" for financial and economic areas. Gradante is known as one of the first hedge fund industry executives to spark a legendary debate about the risk of hedge funds growing too large rather than focusing on finding investments where they have a competitive edge; he most recently discussed the issue at a conference hosted by The Palm Beach Hedge Fund Association that was covered by Yahoo Finance and CorpGov.
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
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