Grant William Moore

Directeur/Membre du Conseil chez

National Association of Personal Financial Advisors

Consumer Services

Finance

Profil

Mr. Grant W.
Moore is a Financial Advisor at Savant Capital LLC (Illinois).
He focuses on helping those close to and in retirement develop tax-efficient cash flow and investment strategies.
He has been involved in the financial services industry since 2006.
Prior to becoming a financial advisor, Mr. Moore worked in Savant’s financial planning department where he produced investment analyses, prepared client financial plans, and coordinated plan implementation.
He also specialized in retirement projections.
He is a cum laude graduate of Marquette University with a Bachelor of Science degree in Finance/Economics and an MBA. He is a Certified Financial Planner professional, a Chartered Retirement Planning Counselor, an Accredited Investment Fiduciary, and a Chartered Retirement Plans Specialist.

Postes actifs de Grant William Moore

Sociétés	Poste	Début
Savant Capital LLC (Illinois) Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory.	Gestionnaire de Portefeuille-Actions	01/06/2006
National Association of Personal Financial Advisors National Association of Personal Financial Advisors The National Association of Personal Financial Advisors (NAPFA) is a company based in Arlington Heights, IL and has subsidiaries in the United States. Geoffrey Brown has been the CEO of the company since 2013.	Directeur/Membre du Conseil	01/09/2015

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Entreprise privées	3
Marquette University Marquette University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Savant Capital LLC (Illinois) Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory.	Finance
National Association of Personal Financial Advisors National Association of Personal Financial Advisors The National Association of Personal Financial Advisors (NAPFA) is a company based in Arlington Heights, IL and has subsidiaries in the United States. Geoffrey Brown has been the CEO of the company since 2013.