A complete list of active advisors currently associated with Silicon Valley Capital Partners, L.P.

Warmer can help you find a great advisor at Silicon Valley Capital Partners, L.P. or one who fits your needs even better.

Silicon Valley Capital Partners, L.P. provides discretionary investment management along with financial planning and consulting to individuals, trusts, charitable organizations, corporations and other business entities. The firm manages client portfolios across equity and fixed income securities and may advise on legacy positions or annuity transfers as part of its services. SVCP’s investment process emphasizes a top-down macroeconomic framework combined with bottom-up valuation and proprietary momentum indicator models, documented in its biannual proprietary research report, Where Are We Now. The firm tailors portfolios to clients’ risk tolerance, time horizon and liquidity needs and integrates its research into ongoing client reviews and meetings. Compared with many team advisers, SVCP manages a relatively large asset base with approximately $1.288 billion in discretionary AUM across four advisors, a concentration that is uncommon for its peer group. The firm also publishes and uses proprietary research in client communications and, per its disclosures, maintains a marketing approach that includes endorsements and a custodial relationship with Fidelity that provides software and operational support.

To learn more about the advisors currently working at Silicon Valley Capital Partners, L.P., 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.