Savos Investments, a division of AssetMark, Inc., provides advisors and their clients with risk managed, multi-asset portfolios and strategies to meet a wide variety of investment goals. Our team understands the unique challenges and opportunities of wealth management, which is why advisors rely on us to help guide their asset management approach. As of December 31, 2019, Savos’ assets under management totaled approximately $5.4 billion.
Savos Executive Team
Informed by decades of financial services experience, our leadership team works together to develop products and craft solutions to serve you and your clients.
Jason Thomas, PhD, CFA
Chief Executive Officer & Chief Investment Officer
Jason is responsible for leadership and oversight of the Savos investment platform and strategic direction of the division.
Matthew Goff, CFA
Vice President, Quantitative Strategies
Matthew is responsible for designing and implementing systematic investment strategies for the Savos investment platform. More
Faith Chaffee
Senior Portfolio Specialist (West)
Faith is responsible for communicating the strategies and activities of the Savos investment management team to key centers of influence.
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John Buchanan
Senior Portfolio Specialist (East)
John is responsible for communicating the strategies and activities of the Savos investment management team to key centers of influence.
MoreCareers at Savos
Our growing division provides opportunities in investment research, portfolio management, trading, and more. Take your career to the next level with Savos Investments.
