Intelligent Investment Platform
How do you want to join Savvy Labs?
Intelligent Solutions for Asset Management
We partner with institutions to solve complex asset management challenges through our modular, scalable technology.
How can we help you get Savvy?How can we help you get Savvy?
I'm a Strategy Provider
I create institutional investment strategies
ETF Provider,
Hedge Fund,
Research Analyst,
RIA
I'm an Investor
I allocate capital to external strategies
Corporate Treasurer,
Endowment,
Family Office,
OCIO,
Pension,
RIA
Requires a minimum investment of $50,000
I'm a Strategy Provider & Investor
I allocate capital to my own and external strategies
Asset Management Firm,
Wealth Platform,
Investor with Active Style
Requires a minimum investment of $50,000
Quickly deploy differentiated strategies without the fixed cost constraint of running a mutual fund or ETF
Problem
An ETF or mutual fund takes months or years to launch, is costly to establish and maintain, and is an inefficient means of delivering a strategy to investors
Solution
Upload a strategy to the Savvy Labs Platform for a small fee and have it investable within a week. Earn AUM-based fees as investors allocate to the strategy, ensuring that profit scales with AUM growth. Delivery via an SMA allows investors to tailor the strategy to their requirements and directly own the underlying securities
Our Platform connects institutional strategy providers to allocators through curated marketplaces of investment strategies, allowing allocators to tailor strategies to fit their unique objectives
Access a marketplace of institutional-grade strategies
Understand a strategy's thesis, fee rate, and holdings
Tailor the strategy to meet your individual needs
Strategy Providers Create. Investors Customize and Allocate. Savvy Labs Powers the Process.
How It Works
A Strategy Provider designs a Blueprint (a "Savvy") that specifies the parameters for their investment strategy
The Strategy Provider outlines the holdings, weights, and rebalancing rules of their strategy
Savvy Labs deploys the strategy to the platform and algorithmically manages the securities over time
Savvy Labs handles all trading and rebalancing using third-party broker-dealers, according to the strategy's defined ruleset
Institutional investors can implement any strategy on the platform, with the ability to easily customize it prior to implementation
Investors directly own the underlying securities in a unified investment account
Frequently Asked Questions
Savvy Labs is an SEC-registered investment adviser that delivers a technology-forward platform to institutional investors, allowing investors to access customization at scale. More details about the firm can be found in its Form ADV, linked here.
The Savvy Labs platform is built for US-based institutional investors, including RIAs, hedge funds, asset managers, OCIOs, index providers, and more. It is not available for individual retail investors.
Savvy Labs is integrated with a network of top custodians, reducing the hassle of onboarding. Custodial connections include Pershing, Northern Trust, and Apex.
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Contact
hello@savvylabs.com