Jack Phelps

Portfolio Manager-Equities at

Savant Capital LLC (Illinois)

Finance

Consumer Services

Profile

Mr. John M.
Phelps is a Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1989.
Mr. Phelps was previously employed as a President & Chief Compliance Officer by The Relaxing Retirement Coach, Inc. He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.

Jack Phelps active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/07/2023

All active positions of Jack Phelps

Former positions of Jack Phelps

Companies	Position	End
The Relaxing Retirement Coach, Inc. The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	-

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Linked companies

Private companies	3
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
The Relaxing Retirement Coach, Inc. The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice	Finance
Holy Cross College (United Kingdom) Holy Cross College (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services