Savrin

Overview

Savrin is a small, independent registered investment adviser structured as a limited liability company that provides financial planning and discretionary portfolio management for individuals, families and small business owners. The firm’s client base is individual and family-focused; it is not organized as a capital allocator and does not position itself as a multi-state or pension consultant. Compensation is a mix of percentage-of-assets and performance-based fees, and the firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives