The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Savvy Wealth
Savvy Wealth, a New York-headquartered registered investment advisor led by chief executive Ritik Malhotra, said in a statement released late last week that it has launched two proprietary investment strategies through its investment management division, Savvy Wealth Investment Management (SWIM).

The new offerings – expanding the firm's in-house portfolio management capabilities – are Savvy Total Portfolios, an actively managed suite of risk-based portfolios, and the Savvy Thematic Portfolio, a satellite strategy designed to provide targeted exposure to long-term growth themes.

The launches are the first proprietary strategies developed under chief investment officer Anshul Sharma, who joined the firm in September 2025. The announcement comes as Savvy said it has surpassed $10 billion in recruited assets and that SWIM now manages investments for more than 80 per cent of the firm's 100-plus advisors.

"When I joined Savvy, the vision was clear: build an investment office that advisors can truly rely on, not just as a model provider, but as a full partner in their investment process," Sharma said. "These portfolios are the first expression of that vision."

Savvy Total Portfolios, introduced in January, comprises actively managed portfolios ranging from conservative to aggressive risk profiles. The strategies are based on the firm's proprietary asset allocation framework and incorporate tactical asset allocation, investment research, risk management, and portfolio rebalancing.

According to the firm, the Moderate portfolio generated a gross return of 7.7 per cent year to date through June 12, outperforming its blended benchmark by 150 basis points over the same period.

The Savvy Thematic Portfolio, launched in April, is designed to complement the core portfolios by providing targeted exposure to themes including artificial intelligence, cybersecurity, and resource scarcity. Organized around a Core, Emerging, and Moonshot framework, the strategy returned 20.9 per cent gross through June 12, the firm said, outperforming the MSCI All Country World Index by about 680 basis points.

Savvy said advisors using the strategies receive investment commentary, market updates, and portfolio rationale directly from the SWIM investment team rather than through third-party model providers.

The investment strategies are integrated into Savvy's technology platform through Savvy Intelligence, the firm's AI operating system, allowing advisors to view portfolio holdings, performance, and household-level analytics within a single dashboard.