SAVVYFI

Overview

Savvyfi is an SEC-registered advisory firm (since 2019) that provides portfolio management services to individuals and small businesses. The firm operates as a corporation and functions as a multi-state adviser that charges fixed fees rather than asset-based or commission fees. Its client base is primarily retail — individual and family relationships — and its advisory scope centers on managing pooled, publicly traded funds rather than acting as a capital allocator or institutional pension consultant. Investment activity is concentrated in publicly available pooled vehicles, with the firm not identifying itself as an active ESG investor. Given the small asset base and large client and account counts, Savvyfi appears to focus on scalable, low-friction portfolio solutions appropriate for smaller household balances rather than bespoke separately managed accounts or direct private equity placements.

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Location & Offices