Savant Capital Management Partners with Savant Private Trust to Provide Trust Capabilities

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New capabilities complement Savant Capital’s integrated wealth management solution

Providing access to trust services allows us to offer the next level of financial planning for an individual.

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Savant Capital Management, Inc. announces the registration of Savant Private Trust, a next-generation trust platform. Savant Private Trust is a division of National Advisors Trust Company, FSB,a federally chartered advisor owned independent trust company. It will allow Savant Capital Management to support client trust needs in all 50 states. Savant Private Trust adds to Savant Capital Management’s comprehensive wealth management solution, offering world-class financial expertise and proven success in the regional marketplace.

Savant Private Trust will provide a vital component of a client’s multi-generational financial plan. Clients will be able to leverage Savant Capital Management’s proven and nationally recognized investment expertise while protecting their family assets for multiple generations. Savant Private Trust will provide the local community the opportunity to pass on wealth to family with the peace of mind that their family assets will be stewarded with Savant’s fiduciary expertise. Savant Private Trust’s services follow a next-generation model, offering a “true” fiduciary relationship, transparent fee structure, open architecture, top technology and local relationships, whereas many other area trust firms continue to use proprietary products, earn hidden compensation, are distracted by their core banking business, are frequently serviced by out of town bank staff and generally offer mediocre and dated investment approaches.    

“Providing access to trust services allows us to offer the next level of financial planning for an individual, giving peace of mind that his or her financial affairs are well taken care of long after they are gone or disabled,” said Brent Brodeski, Managing Partner, Savant Capital Management.

Examples of Savant Private Trust’s services include:

  • Trust Administration
  • Living Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Educational Trusts
  • Charitable Trusts
  • Insurance Trusts
  • Bill Paying
  • Tax Reporting
  • Employee Benefit Plans

In addition, Savant Private Trust will allow the firm to attract and recruit the community’s most experienced and talented trust officers to their growing team. During the next year, Savant anticipates hiring additional trust officers and professionals to complement its existing top local team of advisors.

For more information, go to http://www.savantcapital.com or http://www.savantprivatetrust.com

About Savant Capital Management, Inc.
Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.

Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last three consecutive years, and Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009. In 2006, Savant was included in The Wealth Factor—A Team Approach, a book profiling ten of the most innovative and respected wealth management firms in the nation.

For more information on Savant Capital Management, log-on to http://www.savantcapital.com.

Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the adviser’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized adviser. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.

Savant Private Trust is a division of National Advisors Trust Company, FSB, a federally chartered advisor owned independent trust company

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Carrie Skogsberg
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