The new office will be headed by Daryl Dagit, a newly hired financial advisor, and Jim Foley, Savant’s director of advisory and business development.

In March this year, Savant Capital Management rolled out Savant Private Trust, a new unit that aims to follow a “next-generation” model, offering what the firm describes as a "true" fiduciary relationship, a transparent fee structure, open architecture, the latest technology and local relationships.

Savant offers investment management, financial planning and family office services to private individuals, trust funds, retirement plans and non-profit organizations.