Savvy
Savvy (CRD# 318493) is a financial advisory firm headquartered in New York, NY. They manage $401,296,753 in 1,218 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management401MILLION
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Total Number of Accounts1,218ACCOUNTS
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Average Account Value$329,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, CO, DE, FL, ID, IL, KY, MA, NC, NJ, NY, OR, PA, TX, WA
Nicklaus Austin (CRD# 6163945) is an Investment Advisor Representative working at Savvy in Charlotte, NC and has over 9 years of experience in the finance industry.
Ryan Bond (CRD# 6761408) is an Investment Advisor Representative working at Savvy in West Chester, PA and has over 5 years of experience in the finance industry.
Jake Dubose (CRD# 5098530) is an Investment Advisor Representative working at Savvy in New York, NY and has over 17 years of experience in the finance industry.
Marisa Joelson (CRD# 2664624) is an Investment Advisor Representative working at Savvy in New York, NY and has over 18 years of experience in the finance industry.
John Khoury (CRD# 4446184) is an Investment Advisor Representative working at Savvy in New York, NY and has over 21 years of experience in the finance industry.
Michael Most (CRD# 2565512) is an Investment Advisor Representative working at Savvy in New York, NY and has over 28 years of experience in the finance industry.
Dustin Parsons (CRD# 6199274) is an Investment Advisor Representative working at Savvy in Cabot, AR and has over 7 years of experience in the finance industry.
Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.
Our work is focused in the following three areas:
Helping non-profits and endowments allocate and invest funds, Separate Account Portfolio Management, and Retirement planning.
Our core value at Greyfox Investors are:
Simplicity
Greyfox offers simple but elegant and intelligent solutions. We take to heart the principle that, often the best solution is the simplest solution. If your financial advisor cannot explain everything in your portfolio to you simply, your advisor does not understand the risks your portfolio faces. Excess complexity is often a way to give the appearance of sophistication and frequently increases fees without increasing returns.
Transparency
Traditional brokers are incentivized to trade their company’s proprietary funds, and to trade them often. Sales fees and 12b-1 fees are a constant conflict of interest and drain on portfolio performance. Greyfox offers objective advice aligned with your goals.
Affordability
Fee levels are one of the primary drivers of fund return. High fees diminish returns. Top managers one year often are near the bottom the next; but the fees remain the same. Indexing removes performance unpredictability and high fees.
Nathan Wallace (CRD# 5646552) is an Investment Advisor Representative working at Greyfox Investors LLC in Ojai, CA and has over 3 years of experience in the finance industry.
Frank Malpigli (CRD# 1002355) is an Investment Advisor Representative working at Savvy in New York, NY and has over 22 years of experience in the finance industry.
Erich Yost (CRD# 5801578) is an Investment Advisor Representative working at Savvy in Media, PA and has 1 year of experience in the finance industry.