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Trevor Vaughn Savage

Reinhart Partners, LLC

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About Trevor Vaughn Savage

Trevor Vaughn Savage is a registered Investment Advisor Representative with Reinhart Partners, LLC in Mequon, WI. Trevor has been in the industry since 2014 and has worked with clients in both Michigan and Wisconsin. Prior to working with Reinhart Partners, LLC, Trevor was with Advance Capital Services, Inc. in Southfield, MI. He has experience working with a variety of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Trevor is a Series 63 and Series 65 licensed holder. He also holds the SIE and Series 6 licenses. Trevor is a valuable asset to the Reinhart Partners, LLC team and has a proven track record of success.

Firm Information

Trevor Savage is currently registered with Reinhart Partners, LLC. Reinhart Partners, LLC is an investment advisor based in Mequon, Wisconsin. They provide portfolio management services to businesses, individuals, investment companies, and pooled investment vehicles. The firm manages approximately $1.9 billion in assets for clients. Their services include financial planning, pension consulting, and portfolio management. They also offer educational seminars and market timing services. The firm has a strong track record of success in the industry and is committed to providing clients with high-quality investment advice.
Reinhart Partners, LLC

11090 N. WESTON DRIVE

MEQUON, WI 53092

$1.91B

Assets Under Management

5,198

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Trevor Savage’s Registration & Firm History

WI

10/18/2022 - Present

Reinhart Partners, LLC (MEQUON WI)

MI

02/05/2014 - 12/31/2016

ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 02/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Vaughn Savage.
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