Savant Continues to be Recognized as a Top Investment and Accounting Leader

CONTACT: Catherine Povalitis, Chartwell Agency, cpovalitis@chartwell-agency.com, 779-537-1282

Savant Continues to be Recognized as a Top Investment and Accounting Leader

Industry trade publications release national rankings of top RIA and CPA firms in 2018

MADISON, Wis. (July 24, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Madison and Park Falls, WI; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and McLean, VA, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).

Financial Advisor magazine has ranked Savant #48 in its 2018 list of top RIA firms – climbing five spots from 2017. The list includes more than 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. To view the complete list, click here.

Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2018. The firm is one of 21 Illinois RIA firms to be recognized. The results of the list were based on AUM, asset growth rate, the firm’s longevity, compliance record, industry certifications, and online accessibility. This is the fifth year that Savant has been recognized. Click here to view the complete list.

The firm also was named by financial trade publication InvestmentNews as one of its 2018 nationwide ranking of leading RIA firms. Savant ranked #47 on the comprehensive list of more than 2,100 firms. The list is based on total AUM and is the eleventh time Savant has been recognized. To view the full list, click here.

Accounting Today magazine has ranked Savant for the sixth time in its “Top Wealth Magnet” list. Advancing one spot from 2017, Savant was named #4 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM. Today, the firm manages nearly $6 billion in assets for its clients. Click here for the complete list.

“We are honored by the ongoing recognition we have received from the industry’s leading trade media, and are proud to be listed alongside the nation’s leading RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “Our success is a direct reflection of Team Savant’s dedication to helping build ideal futures for our clients and the communities we serve.”

For more information about Savant Capital Management, visit savantcapital.com.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial

Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and

other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

Datica Celebrates 5th Anniversary as a Compliance and Security Leader for the Cloud

MADISON, WISC. AND SEATTLE — MAY 31, 2018

Datica™ announced today that this month marks the company’s 5th anniversary since carving out a niche market in 2013 when it first addressed compliance and security in the cloud. Today, Datica’s Platform for healthcare continues its evolution in one of the most highly regulated industries in the U.S. and has become an enabler for cloud-based strategies.

Last year, the company launched its first international pod and will be adding more in 2018. Getting in front of the European Union’s General Data Protection Regulation (GDPR) has been a driving force for Datica over the past year and a half. In 2017, the company began a GDPR audit process of its Platform, a move that soon makes the Platform compliant with the regulations of HIPAA, HITRUST, GDPR and GxP.

Other milestones Datica (originally founded under the name Catalyze) has had since its May 2013 launch include:

Raised $12.5 Million in funding since inception
First to make the Kubernetes technology for deploying containerized workloads HITRUST CSF Certified
Selected as a premier healthcare speaker at AWS re:Invent 2017, and featured in the main keynote at the 2018 Microsoft Build conference
Pioneered the Digital Health Success Framework, leading to industry-wide acclaim, including presenting at Health 2.0 and SXSW
Embraced a virtual workforce in 2013, tapping top healthcare technology talent across the nation
“Since 2013, we’ve put an emphasis on supporting customers by controlling growth, and in the first half of 2018 we’ve continued that company focus by spending all available resources on engineering and servicing customers, “ said Travis Good, MD, CEO and chief privacy officer. “When I think back to the start of the company, it’s humbling to see how our customer base has expanded from early-stage startups, then to mature healthcare vendors, and finally to the Fortune 500 mix of enterprise customers. It’s the compliance and security aspects that bring these customers to Datica; it’s core to our mission, so we ensure the Platform remains first and foremost secure.”

As Datica celebrates the past five years, it’s also a time to look to the future. Though healthcare has, up until now, been a core focus of the company, Datica’s newly introduced Cloud Compliance Management System will open a host of new opportunities for organizations to manage the compliant state of their entire enterprises in one actionable view — across multiple clouds and within multiple industries. “As we expand our partnerships with Microsoft Azure and AWS, and on to Google Cloud, Datica will explore offering end-to-end compliance beyond healthcare,” said Good.

About Datica
The Datica Platform is designed for those who store, manage and share protected health information (PHI) in the cloud and manages all ongoing compliance and security burdens found within the exacting standards of HIPAA, HITRUST, GDPR, and GxP. Customers can license and deploy cloud-native applications on their own cloud account, or tap Datica’s cloud account to receive compliance, security and electronic health record (EHR) integration expertise to launch and manage applications. Datica’s Kubernetes-enabled platform customers include mid-to-late stage startups to Fortune 100 companies across the healthcare spectrum: solution providers, hospital organizations, pharmaceutical giants and nationwide health insurance payers. For more information, go to Datica.com.

Central Storage & Warehouse Reclaims Title as State’s Largest Provider of Rooftop Solar Energy

May 17, 2018 – Madison, WI. Central Storage & Warehouse Co. (CSW) reclaimed its title as Wisconsin’s largest corporate provider of rooftop solar energy with the recent commissioning of over 2,800 panels to its freezer warehouse in Pleasant Prairie.

CSW Solar Announcement 2018

Community Award, Promotions & Staffing Additions at Old National Bank

Old National Bank won the 2018 Community Business Volunteer Award today from the United Way of Dane County. Wisconsin Region CEO Len Devaisher accepted the award at the luncheon held at the Madison Concourse Hotel. 100 Black Men of Madison will receive $1,000 from the United Way of Dane County as part of Old National’s recognition for their work with 100 Black Men.

Old National has hired or added five new associates (photos attached) in the Madison office including:

Iliana Tcherneva, VP Private Banking
Kingsley Gobourne, AVP Community Outreach Officer
Karl Sachtjen to SVP, Commercial Relationship Manager
Tommy Olson to SVP, Commercial Banking Lead
Ginger Conroy to Sherman Banking Center Manager

Awards Staff Changes at Old National 4_18

2018 Partners for Change Award presented to NGL

National Guardian Life Insurance Company (NGL) was presented with the 2018 Partners for Change Award by Madison-area Urban Ministry during their annual luncheon on April 24. NGL received the award in recognition of its commitment to support and address areas of need in the community.

Madison-area Urban Ministry (MUM) offers a variety of programs for individuals and families impacted by the criminal justice system. MUM’s programs inspire hope for individuals returning to the Dane County community after incarceration. In addition, MUM supports families of those incarcerated through reading programs, family visit programs and mentoring programs.

Elizabeth Kirchstein, NGL Director of Corporate Giving, accepted the 2018 Partners for Change award and shared why NGL is committed to supporting the organization. “MUM provides an opportunity for people who are reentering our community from the prison system with valuable skills, hope and a future. MUM’s programs also help children whose parents are incarcerated. In fact, most of the people who are incarcerated are parents and MUM’s programs help keep incarcerated mothers and fathers connected to their children. It’s an organization that is truly making a life changing difference. NGL is grateful to be recognized for its support of MUM,” said Kirchstein.

NGL has supported MUM for approximately five years. Recently, NGL made a multi-year commitment totaling $75,000 to aid in the renovation of MUM’s Healing House. There are only 63 medical respites in the U.S. and the Healing House will be the first in Wisconsin. Scheduled to open fall 2018, Healing House will be an eight-bed facility, providing 24/7 recuperative care by medically trained staff and volunteers for up to 28 days for homeless children or family members to stay as they heal after surgery. The Healing House will also provide clients with three meals a day, child care assistance and case management to end the cycle of homelessness.

About Madison-area Urban Ministry

Founded in 1971, Madison-area Urban Ministry (MUM) has served as a voice for justice in our community for over four decades. For more information, visit www.emum.org.

About NGL

Since 1910, National Guardian Life Insurance Company (NGL), a mutual insurance company, has been located in Madison, Wis. Licensed to do business in 49 states and the District of Columbia, NGL markets preneed and individual life and annuities, as well as group markets products including specialty and student insurance. Additional information about NGL can be found at www.nglic.com; Facebook: Facebook.com/NGLIC and LinkedIn: https://www.linkedin.com/company/national-guardian-life-insurance-company

National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America a/k/a The Guardian or Guardian Life.

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Date:
April 26, 2018
Company:
National Guardian Life Insurance Company
Contact:
Maria Lubick
Phone:
608.443.5284
mdlubick@nglic.com