Savant Investment Advisers

Savant Investment Advisers

Savant Investment Advisers was founded in 1983 in Homewood, Illinois, by a team of advisors that includes long-tenured CEO Brent Brodeski. The firm operates as a fee-only registered investment adviser, a structural choice that aligns its compensation with client outcomes rather than transaction volume. Savant's core client base consists of high-net-worth individuals, trusts, estates, and charitable organizations, with a geographic concentration in the Chicago metropolitan area and broader Midwest. The firm's investment strategy relies on a plan-first approach, building portfolios that span public equities, fixed income, and alternative assets including private equity and private credit. Savant constructs client portfolios using a mix of direct indexing, ETFs, and active fund commitments, tailoring allocations to individual tax and estate-planning circumstances. Confirmed alternative exposures have historically included institutional funds managed by managers such as Blackstone and Goldman Sachs. The firm does not operate as a venture investor or direct-deal shop; its private-market access comes through commingled funds and feeder structures aggregated across its client base. Savant employs several hundred professionals across its office network, making it one of the larger independent RIAs in the Midwest. In recent years, the firm expanded through acquisitions of smaller advisory practices, including a 2023 merger with a registered investment adviser based in Rockford, Illinois. Brodeski remains active in shaping the firm's strategic direction and has publicly advocated for consolidation within the RIA space as a route to better pricing on institutional funds for private clients. A material structural differentiator for Savant is its status as a founding member of the Zero Alpha Group, a network of fee-only RIA firms that pool due-diligence resources and negotiate institutional access as a collective. This arrangement allows Savant to offer its individual clients fund minimums and fee terms typically reserved for far larger institutional pools, an architectural advantage not available to most independent advisors of comparable scale.