San Francisco Office 461 Second Street, #151 San Francisco, CA (415)

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This brochure supplement provides information about our supervised people that supplements Part 2A of Form ADV: Savant Investment Group , LLC (SIG) Firm Brochure. You should have received a copy of that brochure. Please contact Derek Lee (415) 926-7200 if you did not receive SIG’s brochure or if you have any questions about the contents of this supplement. Additional information about our supervised people is available on the SEC’s website at www.adviserinfo.sec.gov by individual’s names.

San Francisco Office 461 Second Street, #151 San Francisco, CA 94107 (415) 926-7200

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Burkhart, Thomas H.

Managing Member, Born: 1938

Educational Background & Business Experience:

Education:

• The American College; MS, Financial Services; 1978 • Indiana University; BS, Marketing; 1962

Business Experience:

Savant Investment Group (SIG); Managing Member from 1991 to Present; San Francisco Office.

Disciplinary Information:

Thomas H. Burkhart has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Thomas H. Burkhart is not engaged in any other investment-related activities. Thomas H. Burkhart does not receive commissions, bonuses or other

compensation on the sale of securities or other investment products. B. Non-Investment-Related Activities:

Thomas H. Burkhart is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Thomas H. Burkhart does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Thomas H. Burkhart is supervised by Derek Lee. All investment solutions

provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Derek Lee is SIG’s President/CCO and can be reached at 415-926-7200.

Thomas H. Burkhart

San Francisco Office

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Gotterup, Jr., Knud B.

Advisor, Born: 1963

Educational Background & Business Experience:

Education:

University of Santa Clara; Economics. Business Experience:

• Savant Investment Group (SIG); Director of Retirement Plan Services; from 2003 to Present; San Francisco Office.

• Sutter Starmont Asset Management; Advisor; 2003. • Titan Advisors; Advisor; 2002.

• Savant Investment Group; Advisor; from 1997 to 2002.

Designations:

Knud B. Gotterup, Jr. has earned the following designations, and is in good standing with the granting authorities:

• Accredited Asset Management Specialist (AAMS); College for Financial Planning; 2005 • Accredited Investment Fiduciary (AIF®); Center for Fiduciary Studies, LLC; 2009 • Series 65 License; NASAA; 2002

For an explanation of the minimum qualifications required for these designations, please see the last page of this document.

Disciplinary Information:

Knud B. Gotterup, Jr has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Knud B. Gotterup, Jr. is not engaged in any other investment-related activities. Knud B. Gotterup, Jr. does not receive commissions, bonuses or other

compensation on the sale of securities or other investment products. B. Non-Investment-Related Activities:

Knud B. Gotterup, Jr is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Knud B. Gotterup, Jr does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Knud B. Gotterup, Jr is supervised by Scott Lummer. All investment solutions provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Scott Lummer is SIG’s CEO and can be reached at 415-926-7200.

Knud B. Gotterup, Jr.

San Francisco Office

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Hunt, Pamela S.

Advisor/Director of Client Services, Born: 1956

Educational Background & Business Experience:

Education:

Mills College; BA, Administration & Legal Processes; 1979 Business Experience:

Savant Investment Group (SIG); Advisor; from 04/1993 to Present; San Francisco Office.

Designations:

Pamela S. Hunt has earned the following designation, and is in good standing with the granting authority:

• Series 63 License; NASAA; 2007

For an explanation of the minimum qualifications required for this designation, please see the last page of this document.

Disciplinary Information:

Pamela S. Hunt has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Pamela S. Hunt is not engaged in any other investment-related activities. Pamela S. Hunt does not receive commissions, bonuses or other compensation on the sale of securities or other investment products.

B. Non-Investment-Related Activities:

Pamela S. Hunt is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Pamela S. Hunt does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Pamela S. Hunt is supervised by Scott Lummer. All investment solutions

provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Scott Lummer is SIG’s CEO and can be reached at 415-926-7200.

Pamela S. Hunt

San Francisco Office

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Johnston, D. Stuart

SeniorAdvisor, Born: 1945

Educational Background & Business Experience:

Education:

• Indiana University; MBA, Business Economics; 1969 • The Colorado College; BA, Business Administration; 1967

Business Experience:

• Savant Investment Group (SIG); Sr. Advisor; from 1999 to Present; San Francisco Office. • Arthur Andersen; Tax Consultant/Advisor, 13 years as Partner; from 1970 to 1999; San

Francisco and Oakland offices.

Designations:

D. Stuart Johnston has earned the following designation, and is in good standing with the granting authority:

• CPA-Inactive; State of California; 1972

For an explanation of the minimum qualifications required for this designation, please see the last page of this document.

Disciplinary Information:

D. Stuart Johnston has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

D. Stuart Johnston is not engaged in any other investment-related activities. D. Stuart Johnston does not receive commissions, bonuses or other

compensation on the sale of securities or other investment products. B. Non-Investment-Related Activities:

D. Stuart Johnston is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

D. Stuart Johnston does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

D. Stuart Johnston is supervised by Scott Lummer. All investment solutions provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Scott Lummer is SIG’s CEO and can be reached at 415-926-7200.

D. Stuart Johnston

San Francisco Office

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Lee, Derek S.

Advisor, President, CCO, Born: 1978

Educational Background & Business Experience:

Education:

UC Berkeley; BA, Religious Studies; 2000. Business Experience:

• Savant Investment Group (SIG); Chief Compliance Officer (CCO); from 2011 to Present; San Francisco Office.

• Savant Investment Group (SIG); President; from 2013 to Present; San Francisco Office.

• Savant Investment Group; Advisor; from 2007 to Present; San Francisco Office.

Designations:

Derek S. Lee has earned the following designations, and is in good standing with the granting authorities:

• Series 65; NASAA; 2007

For an explanation of the minimum qualifications required for these designations, please see the last page of this document.

Disciplinary Information:

Derek S. Lee has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Derek S. Lee is not engaged in any other investment-related activities.

Derek S. Lee does not receive commissions, bonuses or other compensation on the sale of securities or other investment products.

B. Non-Investment-Related Activities:

Derek S. Lee is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Derek S. Lee does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Derek S. Lee is supervised by Thomas H. Burkhart. All investment solutions provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment

Derek S. Lee

San Francisco Office

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Lummer, Scott L.

CEO/CIO, Born: 1957

Educational Background & Business Experience:

Education:

• Purdue University; Ph.D., Finance; 1983. • Purdue University; BS, Mathematics; 1979.

Business Experience:

• Savant Investment Group (SIG); Chief Investment Officer (CIO); from 2010 to Present. • Savant Investment Group (SIG); Chief Executive Officer (CEO); from 2013 to Present. • Atlantic Asset Management; Director of Research; from 2003 to 2010.

Designations:

Scott L. Lummer has earned the following designation, and is in good standing with the granting authority:

• Chartered Financial Analyst (CFA); CFA Institute; 1987

For an explanation of the minimum qualifications required for this designation, please see the last page of this document.

Disciplinary Information:

Scott L. Lummer has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Scott L. Lummer is not engaged in any other investment-related activities. Scott L. Lummer does not receive commissions, bonuses or other compensation on the sale of securities or other investment products.

B. Non-Investment-Related Activities:

Scott L. Lummer is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Scott L. Lummer does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Scott L. Lummer is supervised by Thomas H. Burkhart. All investment solutions provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Thomas H. Burkhart is SIG’s Managing Member and can be reached at 415-926-7200.

Scott L. Lummer

San Francisco Office

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Sims, Joseph J.

Advisor, Born: 1969

Educational Background & Business Experience:

Education:

San Francisco State University; BA, Political Science; 1993 Business Experience:

Savant Investment Group (SIG); Advisor; from 2002 to Present; San Francisco Office.

Designations:

Joseph J. Sims has earned the following designation, and is in good standing with the granting authority:

• Chartered Financial Analyst (CFA); CFA Institute; 2001

For an explanation of the minimum qualifications required for this designation, please see the last page of this document.

Disciplinary Information:

Joseph J. Sims has no reportable disciplinary history.

Other Business Activities:

A. Investment-Related Activities:

Joseph J. Sims is not engaged in any other investment-related activities. Joseph J. Sims does not receive commissions, bonuses or other compensation

on the sale of securities or other investment products. B. Non-Investment-Related Activities:

Joseph J. Sims is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

Additional Compensation:

Joseph J. Sims does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervision:

Joseph J. Sims is supervised by Scott Lummer. All investment solutions provided to clients must be preapproved by SIG’s Investment Committee, who is responsible for establishing firm wide portfolio construction guidelines and for the selection, monitoring and replacement of approved investment products used in client portfolios. Scott Lummer is SIG’s CEO and can be reached at 415-926-7200.

Joseph J. Sims

San Francisco Office

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Form ADV Part 2B – Professional Designation Qualifications:

Professional Designation Qualifications

Accredited Asset Management Specialist (AAMS); College for Financial Planning;

The AAMS designation certifies that the recipient has specialized knowledge of asset allocation and money management. To receive the AAMS designation, individuals must complete an educational program, pass a final examination, and agree to comply with the AAMS Code of Ethics. In order to maintain the AAMS designation, the individual must biannually renew their affirmation of the AAMS Code of Ethics and complete 16 hours of continuing education credits.

Accredited Investment Fiduciary (AIF®); Center for Fiduciary Studies, LLC;

The AIF® designation certified that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® designation, individuals must complete a

training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF® Code of Ethics. In order to maintain the AIF® designation, the individual must annually renew their affirmation of the AIF® Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).

Chartered Financial Analyst (CFA); CFA Institute;

This designation is offered by the CFA Institute (formerly the Association for Investment Management and Research (AIMR)). To obtain the CFA charter, candidates must successfully complete three difficult exams and gain at least three (3) years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct.

Certified 401(k) Professional (C(k)P®); The Retirement Advisor University;

The C(k)P® designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial pratical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P® designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom.

Certified Public Accountant (CPA); State Board of Accountancy;

In California, to earn the prestige associated with the CPA license, individuals are required to demonstrate their knowledge and competence by passing the Uniform CPA Exam, meeting high educational standards and completing a specified amount of general accounting experience. In order to maintain a CPA license, states require the completion of forty (40) hours of continuing professional education (CPE) each year. (Eighty (80) hours every two years) Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct. An inactive designation indicates that the licensee is not actively practicing as a CPA.

Registered Representative (RR);

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Categories of Representative Registration & Examination Requirements

Series 7 License; FINRA;

The Series 7 examination is the qualification examination for General Securities Registered Representatives. As a qualification examination, it is intended to safeguard the investing public by helping to ensure that registered representatives are competent to perform their jobs. Given this purpose, the Series 7 Examination seeks to measure accurately and reliably the degree to which each candidate possesses the knowledge, skills and abilities needed to perform the critical functions of a registered representative (RR).

Series 63 License; NASAA;

The Series 63 exam is designed to qualify candidates as securities agents. The examination covers the principles of state securities regulation reflected in the Uniform Securities Act (with the amendments adopted by NASAA and the rules prohibiting dishonest and unethical business practices). The examination is intended to provide a basis for state securities administrators to determine an applicant’s knowledge and understanding of state law and regulations. Series 65 License; NASAA;

The Uniform Securities Agent State Law Examination was developed by NASAA in cooperation with representatives of the securities industry and industry associations. The Series 65 exam is designed to qualify candidates as investment adviser representatives. The exam covers topics that have been determined to be necessary to understand in order to provide investment advice to clients.

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