Public Relations / Facilitation & Training

Client

Savant Capital Management

Industry

Financial

Our Expertise:

Public/Media Relations

Facilitation & Training

Since 2007, Chartwell Agency has been the public relations agency of record for Savant Capital Management, a leading independent, nationally recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. With offices now in 10 markets and more than 150 team members, Savant is a trusted advisor, offering investment management, financial planning, retirement planning and family office services to financially established individuals and institutions.

Savant’s unique approach to clients, aggressive growth goals and proactive leadership team sought to raise the profile and expertise of the organization and its associates regionally and nationally.

Solution

Through a strategic public relations plan (enhanced each year), Chartwell earns meaningful coverage through our relationships with financial industry reporters and media outlets. Our team understands the intricacies of the financial services industry and provides informed topics, angles and articles to key media and secures interviews for Savant team members throughout the country. Chartwell also creates and oversees Savant’s message and media training for its associates.

Additionally, Chartwell has managed Savant’s messaging and internal/external communications as it has acquired additional firms and grown to be a substantial powerhouse in the financial industry.

Outcome

Chartwell has secured hundreds of regional, national and trade media coverage opportunities to enhance the brand awareness and reputation of Savant to both current and potential clients. In 2017, Chartwell helped Savant secure 4.4 million total media impressions.

Since 2007, Savant has:

  • Grown from 40 employees to more than 150 team members

  • Enhanced assets under management (AUM) from $1 billion to $6 billion

  • Grown from five office locations to 10 offices

  • Positioned for the acquisition of four firms

Savant has been consistently impressed with the dramatic impact Chartwell has had on our visibility within the state and across the country. – LaVonne Brown, Chief Communications & Culture Office, Savant Capital Management