We’re on a mission to democratize financial advice.
While working with the financial industry, our founding team of specialists in applied mathematics and robust optimization discovered a deep and unmet consumer need: access to affordable and effective financial advice. Their passion and expertise converged, setting them on a mission to democratize financial planning. Out of that pursuit, SAVVI was born.
We believe financial guidance should enable the life you want by being:
We will deliver guidance specific to each client’s unique needs by balancing their current financial situation with their future achievement.
We will use the power of computational analytics to holistically tackle all accounts, taxes, investments, and product selection to help achieve the client’s goals.
We will provide clear and helpful recommendations that empowers our clients by telling them not only what to do, but how to do it.
We will deliver advice that proactively adapts to meet the changing conditions, needs, and goals of every client over their lifetime.
Our Team History
Dimitris Bertsimas, Ph.D. & Gina Mourtzinou, Ph.D. founded Dynamic Ideas, providing portfolio optimization software for investment managers.
Acquired by American Express to become their boutique quantitative investment team.
During this time, the team grew global allocation strategies to $12B in assets under management while supporting thousands of advisors and their clients.
The core team regrouped to independently tackle the unmet need of providing affordable and effective financial advice for Americans.
Launched Alpha Dynamics to manage outcome-driven investment portfolios that combine active diversification with shortfall risk control.
Founded SAVVI Financial and initiated development of the technology powering our platform.
Created Analytic Wealth Advisors to combine our deep quantitative approach to financial planning with high-touch concierge service.
Launched SAVVI Financial to democratize access to high-quality financial advice!