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Savant Wealth Management Announces Strategic Minority Investment From Kelso &Amp; Company

Oct 07, 2021•almost 4 years ago
Rockford

Description

Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and the board, and Savant's current management team will remain in place.

Company Information

Company

Savant Wealth Management

Location

Rockford, Illinois, United States

About

Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting. Savant is a Registered Investment Advisor. SEC registration does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk. Please see our important disclosures at www.savantwealth.com. Savant's headquarters are in Rockford, IL, with locations in Phoenix, AZ; Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Greenwood, IN; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.