Nathan brings 15+ years of investment experience to Savvy. He began his career as a research analyst at a boutique quantitative equity management firm, where he helped research and implement new factors to drive portfolio performance. During that time, he entered the institutional consulting field and helped plan and implement portfolio strategies for multiple pension funds across the west coast of the United States.
In 2013 Nathan founded Greyfox Investors, with the goal of providing intelligent, approachable wealth management strategies for families, nonprofits and institutions. Nathan is particularly passionate about providing ESG focused solutions to clients and helping align investments with his clients ethics.
Nathan lives in southern California with his three children and two dogs. A true outdoorsman and philanthropist, he spends his time outside of work camping, skiing, and volunteering his time with a variety of educational and environmental non-profits.
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).
|Firm Start Year:||1923|
|Number of Years with Current Firm:||1|
|Work Experience:||I began my career in quantitative finance, helping research new factors for our institutional clients. After a downturn in the quantitative finance market, I went in to pension consulting, helping craft portfolios for pension funds across the western United States. This entailed asset allocation, risk analysis, manager selection and ongoing monitoring and rebalancing. In 2013 I founded my own RIA, Greyfox Investors, with the goal of delivering institutional level service and expertise to the individual marketplace. Our founding values were transparency, simplicity and affordability. I ran Greyfox for 9 years before deciding to make the jump to Savvy to further the ways I could help clients.|
|Work with the following types of clients:||Non-Profit Organizations, Individual Investors, Investment Clubs|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management|
|Investment Types:||Bonds, Commodities, Annuities, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Phone, Email, Your Office, Your Home, Video Conference|
|Advisor's Number of Clients:||20|
|Advisor's Number of Managed Clients:||20|
|Advisor's Number of Planning Clients:||20|
|Assets Managed by Advisor:||$52,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Hourly|
|Fee % Based on Assets:||.7%|
|Additional Details on Charges:||All fees are negotiable. I work hard to ensure that top tier financial advice is available to everyone.|
|Minimum Fee Charged for Managed Accounts:||$250|
|Minimum Fee Charged for Hourly Planning Accounts:||$250|
|Organization :||Monica Ros School, Ojai, CA|
|Position :||Board Member|
|Organization :||Paso Pacifico, Ventura, CA|
|Position :||Board Member|
|Organization :||Los Padres Forest Watch, Santa Barbara, CA|
|Position :||Board Member|
|Bachelor of Arts - History & Political Science Double Major||Trinity University
- San Antonio, TX
My focus is on creating sophisticated investment portfolios without excess complexity. Clients should understand what they own, and why their portfolio looks the way it does. Excess complexity does little to improve performance, it often just makes things harder to understand.
I take a holistic approach to wealth management. My goal is always to deliver the optimal outcome using the simplest tools possible. I want each client to feel comfortable and knowledgeable with the plans we create. I also want to educate clients on the process so they do not feel left in the dark.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|1) Investors listed above are some of the investors in Savvy Wealth Inc. These investors were selected as examples of organizations and individuals that might be recognizable due to their names and is not a complete list of all investors, and not intended to represent a controlling interest in Savvy Wealth Inc. or an endorsement of Savvy Advisors Inc. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Savvy Advisors Inc does business under the name Savvy Wealth. This website includes information about Savvy Wealth the investment advisor and Savvy Wealth Inc parent company to the investment advisor. Savvy Advisors, Inc. ("Savvy Advisors") is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of/the Website on the Internet should not be construed by any client and/or prospective client as/Savvy Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by/Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 2) Neither Savvy Wealth Inc. nor Savvy Advisors compensates, directly or indirectly, for endorsements provided herein.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Goleta, Santa Barbara, Carpenteria, Ojai, Ventura, Oxnard, Camarillo, Santa Paula, Santa Clarita, Thousand Oaks, Los Angeles, Pasadena, Glendale, Calabasas, Malibu.|
CFP®, Chartered SRI Counselor, ChFC®
GATEWAY FINANCIAL ADVISORS, INC.
21 Years of ExperienceView Profile
HOMESTEAD WEALTH MANAGEMENT
16 Years of ExperienceView Profile
SIGNATURE ESTATE & INVESTMENT ADVISORS (SEIA)
22 Years of ExperienceView Profile
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
WEALTH LEGACY GROUP, INC.
35 Years of ExperienceView Profile
GUNN FINANCIAL ASSOCIATES/ROYAL ALLIANCE ASSOCIATES
17 Years of ExperienceView Profile