SAVINGS COACH, LLC

Overview

Savings Coach, LLC is a small independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm bills using a mix of percentage-of-AUM, hourly and fixed fees and acts as a capital allocator when it sources third‑party managers or selects other advisers on clients’ behalf. Its advisory activities center on personalized planning and hands‑on management rather than institutional or pension consulting. Investment posture is equity‑centric: the firm shows a clear preference for exchange‑traded equities and related solutions as the core of client portfolios. That equity tilt is complemented by limited use of third‑party alternative managers to add diversification and return-seeking exposure across strategies such as hedge funds, commodities and energy (oil & gas). The firm also lists an insurance company among its industry affiliations, which suggests access to industry knowledge or insurance-linked products as part of client conversations.

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