Svl Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,911,400
Clients
44
Advisors
4
of 4 employees
About
SVL Investment Management is a boutique, research‑oriented money manager that provides individualized portfolio management to individuals, high‑net‑worth clients, retirement plans, trusts, endowments, and corporate entities. The firm manages roughly $39.8 million on a discretionary basis for a compact client base and structures portfolios around each client’s objectives, time horizon, and risk parameters.
The firm’s investment process is fundamentally driven and global in scope, using a top‑down analysis of economic and market trends, strategic asset allocation, monthly rebalancing, and Modern Portfolio Theory to balance risk and return. Security selection is supplemented by a proprietary multi‑variable statistical valuation model the firm traces to 1991, and the strategy is implemented with a long‑term horizon (generally two to three years).
Distinctive operational disclosures include that certain firm associates may be licensed insurance agents who earn commissions for insurance sales, a relationship the brochure identifies as a potential conflict of interest the firm says it seeks to mitigate. The firm also recommends Charles Schwab & Co. as its custodian and states it will not manage accounts for clients who decline to place assets with that custodian; additionally, solicitors who introduce clients may be paid up to 50% of the firm’s portfolio management fee.
Client services
Expertise
Fee options
$0 - $1,000,000: Negotiable $1,000,000 - $5,000,000: Negotiable $5,000,000 - $10,000,000: Negotiable $10,000,000+: Negotiable
Main office
1620 N. Placentia Ave., Suite 100
Placentia CA 92870
Advisors at this office
4
Most active in
California · Texas
Also doing business as
Svl Holding Corporation · Svl Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven L
Placentia, CA
Svl Investment Management
Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.
Balamir T
Series 63, Series 65
Placentia, CA
Svl Investment Management
Balamir Trunec is a financial advisor at SVL Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns 4CAM1 Advisory, Inc., which manages his personal income, expenses, and taxes. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach using top-down economic analysis, strategic asset allocation, and a proprietary statistical valuation model to construct individualized portfolios.
Brian W
Series 63
Placentia, CA
Svl Investment Management
Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.
Helen H
Series 63
Placentia, CA
Svl Investment Management
Helen Huang is a financial advisor at Svl Investment Management with 22 years of industry experience. She holds a Series 63 designation and has worked at H Huang & Co CPAs LLP, Sung, Huang & Co, CPAs, LLP, and Avantax Investment Services, Inc. Outside of advising, she is a partner at H Huang & Co CPAs, LLP. Svl Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and proprietary valuation models to manage discretionary portfolios.
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