Savanti
Finance · Canada · 1-10 Employees
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Overview
Headquarters
287-200 Rivercrest Dr SE, Calgary, Alber...Phone Number
(403) 932-0503Website
www.savanti.caRevenue
$7.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Savanti
Zelos Investment Council specializes in bespoke financial planning and portfolio construction, offering tailored strategies for entrepreneurs, affluent families, and institutions. Their approach integrates rigorous research, risk management, and tax efficiency to uncover unique investment opportunities and protect against downside risk. The firm provides individualized financial plans that are interactive and designed to reflect clients' specific goals and preferences, including Shariah-compliant investments and philanthropic strategies. Zelos also addresses the complexities of business ownership by aligning corporate and personal financial planning to ensure comprehensive wealth management.Explore more
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Savanti
$7.5M
1-10
Private
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N/A
Company Profile Activity
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Zelos Investment Council specializes in bespoke financial planning and portfolio construction, offering tailored strategies for entrepreneurs, affluent families, and institutions. Their approach integrates rigorous research, risk management, and tax efficiency to uncover unique investment opportunities and protect against downside risk. The firm pr... Read More
