Broker Check
FRANK G. SAVAGE III, CIMA® , AIF®

FRANK G. SAVAGE III, CIMA® , AIF®

Managing Partner/Sr. Institutional Consultant

Frank G. Savage, CIMA®, AIF®, is a Senior Institutional Consultant and managing partner at Savage Investment Consulting. Over his 38-year career as an institutional investment consultant, he has been retained by boards and investment committees in order to provide 3rd party unbiased fiduciary investment oversight as a 3(21) fiduciary. He specializes in serving the investment management needs of corporate defined benefit and defined contribution plans, foundations and endowments, Insurance pools, and family offices. He also has extensive experience in all aspects of retirement planning, including estate, and financial planning, customizing investment strategies, wealth preservation, tax-advantaged investing, and implementing retirement income strategies.

A frequent speaker, Frank has been featured at many national Investment conferences and educational workshops over the years, addressing topics such as Spending Policies for non-profits, Asset/Liability Strategies, Alternative investments, Risk Management and Fiduciary Best Practices.

Frank graduated from Penn State University with a Bachelor of Science in Mechanical Engineering (1981). He received the CIMA® (Certified Investment Management Analyst®) designation through the University of Pennsylvania (1990). He is a member of Investments and Wealth Institute®, a professional organization for investment consultants, since its inception in 1985.

When not in the office, Frank enjoys snow skiing, fly fishing, big game hunting and bird hunting around the world. He is a supercar enthusiast, a lifelong tennis player, and enjoys traveling with his family across the globe. Frank resides in Houston, Texas with his wife and 2 children.

LPL and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.