Key Takeaways
- • Savvy Wealth, an AI-native RIA managing nearly $7 billion in client assets, will launch proprietary alternative investment offerings in Q3 2026, with a primary focus on private markets strategies.
- • Chief Investment Officer Anshul Sharma is designing an "institutional quality" alternative offering while simultaneously curating a vetted menu of third-party alternatives across private equity, private debt, hedge funds, and direct real estate for the firm's 135 advisors.
- • The initiative addresses advisor navigation challenges in a fragmented alternatives marketplace; Savvy's curation strategy aims to simplify selection from over 400 available solutions by filtering options and reducing decision complexity.
- • Sharma, who joined Savvy from Bank of America/Merrill Lynch in August 2025, is leveraging his institutional portfolio management background to build differentiated proprietary solutions beyond existing third-party platform access.
Summary
Savvy Wealth is expanding its investment platform capabilities by launching in-house alternative investment offerings in the third quarter of 2026. According to Chief Investment Officer Anshul Sharma, speaking at Wealth Management EDGE in Boca Raton, the firm is developing both proprietary alternative strategies and a curated selection of third-party alternatives to serve its growing advisor base.
The centerpiece of this expansion is a proprietary alternative offering focused on private markets that Sharma describes as "institutional quality." The design phase is underway, with Sharma and his team evaluating what the firm can realistically deliver while maintaining differentiation in a crowded marketplace. This builds on Sharma's prior work constructing Savvy's proprietary traditional investment allocation framework.
Beyond the proprietary offering, Savvy's investment team is curating alternative solutions across multiple asset classes—private equity, private debt, hedge fund strategies, and direct real estate investments—for deployment across the firm's 135 advisors. This curation effort directly addresses what Sharma identifies as the core challenge facing modern advisors: navigating an oversaturated alternatives marketplace. With over 400 individual alternative solutions available, advisors lack practical frameworks for selection. By assuming the responsibility of filtering and recommending vetted options, Savvy aims to simplify decision-making while maintaining quality standards.
Sharma joined Savvy in August 2025 from Bank of America, where he held the title of managing director and senior portfolio manager at Merrill Lynch. His institutional background in portfolio construction directly informs the firm's strategy to move beyond generic third-party marketplace offerings toward differentiated, curated solutions that reflect Savvy's investment philosophy and operational capabilities.
The centerpiece of this expansion is a proprietary alternative offering focused on private markets that Sharma describes as "institutional quality." The design phase is underway, with Sharma and his team evaluating what the firm can realistically deliver while maintaining differentiation in a crowded marketplace. This builds on Sharma's prior work constructing Savvy's proprietary traditional investment allocation framework.
Beyond the proprietary offering, Savvy's investment team is curating alternative solutions across multiple asset classes—private equity, private debt, hedge fund strategies, and direct real estate investments—for deployment across the firm's 135 advisors. This curation effort directly addresses what Sharma identifies as the core challenge facing modern advisors: navigating an oversaturated alternatives marketplace. With over 400 individual alternative solutions available, advisors lack practical frameworks for selection. By assuming the responsibility of filtering and recommending vetted options, Savvy aims to simplify decision-making while maintaining quality standards.
Sharma joined Savvy in August 2025 from Bank of America, where he held the title of managing director and senior portfolio manager at Merrill Lynch. His institutional background in portfolio construction directly informs the firm's strategy to move beyond generic third-party marketplace offerings toward differentiated, curated solutions that reflect Savvy's investment philosophy and operational capabilities.
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