Savos Personal Portfolios combines Savos investment expertise with highly valued investment features to provide a personalized investment experience.
Savos Personal Portfolios combine individual stocks, yield-focused bond strategies, and a tactical allocation to manage risk—all in one portfolio.
Designed for Flexibility
Ready-to-go portfolios with growth, income, or Environmental, Social, and Governance (ESG) focus for clients of all risk needs. Additional strategies and ability to adjust allocations allow for portfolio customization.
Tax-Smart Where It Matters
Tax sensitive portfolios receive a personalized tax-managed transition, municipal bond options, and automated tax-loss harvesting.
Designed to tap into the global economy for broad market exposure and tax-efficient long-term growth.
These portfolios are built on a foundation of individual stocks to allow for precise portfolio construction. We treat equity investments as ownership stakes in global businesses.
Stocks Optimized for Performance
Savos optimizes the individual equity portfolios in Core Markets strategies to pursue attractive characteristics while limiting sector overexposure.
Emphasize different geographic areas using our Core Markets strategies, including dividend-oriented US large cap and global—available across the risk spectrum, from conservative to maximum growth.
Make it Personal
Customize Savos portfolios to reflect client values or help clients define a tax strategy when transferring assets. Personalization is part of our standard service.
Savos selects and optimizes a group of individual stocks to help clients pursue their growth goals, with the aim of avoiding the dramatic highs and lows that can accompany equity market investing.
*Income from municipal bonds is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).
Alternative investments are not suitable for all investors as the risk of loss is substantial. Please consider the investment objectives, risk factors, charges, expenses, and investor financial suitability requirements carefully before investing.