A complete list of active advisors currently associated with Colva Capital LLC

Warmer can help you find a great advisor at Colva Capital LLC or one who fits your needs even better.

Colva Capital serves high‑net‑worth individuals and entities, providing discretionary portfolio management together with financial planning, tax‑efficient planning, and estate‑planning advice. The firm emphasizes tailored separately managed account solutions designed around each client’s risk profile and objectives. Colva Capital’s process begins with establishing a client risk profile and applying a due‑diligence driven investment process that includes regular investment‑committee reviews and third‑party portfolio reporting. Investment considerations include traditional securities as well as private placements, hedge funds and affiliated funds, with attention to after‑tax performance and manager selection. The firm is affiliated with an insurance services entity and an actuarial services entity that provide insurance products and actuarial consulting to life settlement private funds, and the adviser discloses that affiliated insurance sales can generate additional compensation. For a firm managing a modest amount of assets and a very small client base, the combination of insurance affiliation, involvement with private/unregistered funds, and provision of actuarial and entity‑level services is atypical among peers.

To learn more about the advisors currently working at Colva Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Rajiv Rebello	San Diego, CA	6

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