A trusted financial partner since 2015, helping clients grow and protect their wealth through disciplined investment strategies.
State Savings is a leading independent investment management firm dedicated to helping individuals, families, and institutions achieve their financial objectives through disciplined investment strategies and personalized wealth management solutions.
Founded in 2015 by a team of seasoned financial professionals, State Savings has grown to manage over $1.2 billion in client assets while maintaining our commitment to transparency, integrity, and exceptional client service.
Consistent performance across market cycles with a 10.2% annualized return since inception
Personalized strategies tailored to your unique financial situation and goals
Proprietary investment strategies combining fundamental and quantitative analysis
A disciplined approach to wealth creation and preservation
We believe in the power of compounding and patient capital. Our strategies are designed for investors with a multi-year time horizon, avoiding short-term market timing in favor of disciplined, long-term asset allocation.
All investment decisions are grounded in rigorous fundamental analysis. Our research team conducts deep due diligence on every security we consider for client portfolios.
Preservation of capital is our first priority. We employ multiple layers of risk controls and stress test portfolios against various market scenarios.
We minimize investment costs through careful security selection, tax-aware strategies, and negotiating institutional-class pricing for our clients.
State Savings operates in full compliance with all applicable financial regulations and maintains the highest standards of professional conduct.
State Savings is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser (CRD# 123456) and with the Financial Industry Regulatory Authority (FINRA) as a broker-dealer. Client securities are protected by SIPC coverage up to $500,000 (including $250,000 for claims for cash). Additional protection may also be available through our clearing firm's excess SIPC policy.
Meet our team of experienced financial professionals dedicated to your success.
Chief Executive Officer
25+ years in investment management. Former Managing Director at Goldman Sachs.
Chief Investment Officer
CFA charterholder with 20+ years experience. Specializes in global equity strategies.
Chief Portfolio Manager
MBA from Wharton, 15 years experience in fixed income and alternative investments.
Director of Client Relations
10+ years in client service. Ensures exceptional client experience at all touchpoints.
Hear what our clients say about working with State Savings.
" State Savings has been managing my portfolio for over 5 years. Their disciplined approach and personalized service have helped me weather market volatility while achieving consistent growth. I highly recommend their team to anyone seeking professional wealth management."
"As a business owner, I needed help with both personal wealth management and corporate retirement plans. State Savings provided comprehensive solutions that addressed all our needs. Their expertise and responsiveness are unmatched in the industry."
"The team at State Savings took the time to understand my retirement goals and developed a customized plan that gives me confidence in my financial future. Their regular reviews and clear communication make me feel valued as a client."
