A Partnership with Savant Wealth Management.
The unique partnership between State Bank and Savant Wealth Management provides a powerful integration of an independent trustee.
Since its inception in 1986, Savant has provided best-in-class investment services to clients who are neither speculative nor high-risk investors. Typical Savant clients are concerned with preserving capital, growing assets, and avoiding unnecessary risk. Their investment approach is based on academic research, and tailored to individual circumstances and risk preferences.
Please contact Troy Lessman, Julie Morhardt or Beth Bastian at (815) 297-0900 if you would like to learn more about our investment services.
Together with Savant, we use wisdom, experience and skill to help each client define an investment plan and nurture their life goals.
Our Common Sense Investment Philosophy:
- Utilizes true no-load investments
- Leverages a strategy of broad global diversification
- Harnesses the long-term efficiency of the markets
- Employs conservative, not speculative strategies
- Applies smart, tax-efficient processes
- Practices disciplined rebalancing
- Often includes integrated financial planning
- Draws upon a keen awareness that cost and taxes matter
- Is based on sound academic research
Savant Wealth Management has been recognized as a top advisor by a number of national publications, including Rob Report Worth, Bloomberg, Wealth Manager, Financial Advisor, The Family Wealth Alliance, JK Lasser's, and Medical Economics.
Savant Wealth Management is a Registered Investment Advisor. Savant's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant's services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. A copy of Savant's Form ADV-2A Brochure and 2B Supplement are available at: Investment Adviser Public Disclosure (IAPD) Search.
Investments provided through the State Bank Trust Department and/or Savant Wealth Management are not FDIC insured. There is no financial institution guarantee. Your account may lose value. Not a deposit, not insured by any federal government agency.