Prince William Chamber of Commerce

Savant Capital Management Presents “Redefining Investment Advice” 10/4 11:30am

cpovalitis September 27, 2017 Comments Off on Savant Capital Management Presents “Redefining Investment Advice” 10/4 11:30am
Savant Capital Management Presents “Redefining Investment Advice” 10/4 11:30am

Ideal Perspectives event features Weston Wellington of Dimensional Fund Advisors

 

Savant Capital Management is hosting “Redefining Investment Advice,” an Ideal Perspectives event featuring guest speaker Weston Wellington of Dimensional Fund Advisors (DFA). Wellington will discuss investment success through a research-based “equilibrium” strategy used to help accumulate and preserve wealth. The event will be held on Wednesday, October 4 at American Prime, 1420 Spring Hill Road in McLean. Registration and lunch begin at 11:30 a.m., and the presentation will begin at noon.

Wellington has spent more than 35 years in the investment industry. He is a vice president and market research expert with DFA and works closely with financial advisors across the U.S., Canada, Europe, and Australia. In his presentation, Wellington will discuss how traditional investment approaches strive to beat the market by taking advantage of “mistakes” and attempting to predict the future – proving to be costly and unsuccessful. During his talk, attendees will learn:

  • How financial research has identified the source of investment returns, helping to accumulate and preserve wealth
  • The science behind the research
  • Who developed it
  • How it should be used

There is no cost to attend this event, but pre-registration is required. To register or for more information call Diane Peters at (866) 486-0500 or email dpeters@savantcapital.com.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital 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 may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

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