whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Concierge plug ana
Profile scott lummer   pic
Savant Investment Group, LLC
San Francisco, CA

Scott Lummer

CFA®, CFP®, FMA
Informed. Independent. Insightful.
Score:
--

Meet Scott

474633282 200x150
Informed,​ Independent, Insightful - Scott Lummer
Video Transcripts

With a track record of success since 1991, Savant Investment Group, LLC is widely recognized as one of the leading independent fee‐only wealth management firms in the United States. Being a privately‐owned Company means that we can provide our clients a truly unique blend of product and service leadership. Leveraging cutting-edge technology and intellectual capital, rarely seen outside of global Fortune 500 institutions, and underpinned by a culture of nimbleness…

With a track record of success since 1991, Savant Investment Group, LLC is widely recognized as one of the leading independent fee‐only wealth management firms in the United States. Being a privately‐owned Company means that we can provide our clients a truly unique blend of product and service leadership. Leveraging cutting-edge technology and intellectual capital, rarely seen outside of global Fortune 500 institutions, and underpinned by a culture of nimbleness and long‐term relationships, we are well‐equipped to provide world‐class, personalized investment solutions.

Our best‐of‐breed investment strategies and products are available to different types of clients. Whether you are an individual investor looking for a long‐term wealth management partner, are responsible for managing a corporate retirement plan or overseeing a foundation/endowment, Savant Investment Group will work closely with you to build a portfolio that meets your specific investment goals.


Services offered

Investment Management
Retirement Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FMA - Financial Management Association
CFA Institute - Chartered Financial Analyst Institute

Education

Other post-graduate
Spinner Loading...