Kelso Fund X Announces Investment in Savant
October 7, 2021
Kelso is pleased to announce that on September 30, 2021, we closed on an investment in Savant Wealth Management. Savant is a wealth management firm that provides fee-based wealth advisory services. The Company operates as a Registered Investment Advisor (“RIA”) within the independent channel of the wealth management industry. Savant employs a team of 230+ employees (64 of whom are financial advisors) across 18 offices. Founded in 1986, Savant is headquartered in Rockford, Illinois and is led by CEO and co-founder Brent Brodeski. Savant provides its clients with a comprehensive suite of wealth advisory services across financial and retirement planning, investment advisory, tax preparation and advisory, estate planning, trust administration, trustee services, and 401(k) management.