A complete list of active advisors currently associated with SVA Capital Management LLC
Warmer can help you find a great advisor at SVA Capital Management LLC or one who fits your needs even better.
SVA Capital Management LLC is a registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm focuses client portfolios on publicly traded equities and exchange‑traded funds and manages accounts under discretionary authority. The adviser uses fundamental analysis with a longer‑term investment horizon and may implement model portfolios to align exposures with client risk profiles; it generally does not accept client restrictions on specific securities. The firm states a primary objective of generating positive multi‑year returns and a secondary aim of outperforming a broad, low‑cost global equity benchmark. Notably for a small independent adviser, SVA Capital offers a performance‑based fee option to qualified clients and discloses its performance measurement approach while documenting policies to mitigate conflicts from side‑by‑side management and fair‑value pricing. The firm also directs brokerage to Interactive Brokers’ lower‑cost “LITE” accounts and its principal brings both CFA credentials and prior institutional and legal experience.
To learn more about the advisors currently working at SVA Capital Management 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 |
|---|---|---|
Arlington, VA
| 6
|
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