A complete list of active advisors currently associated with SVL Investment Management

Warmer can help you find a great advisor at SVL Investment Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at SVL Investment Management, 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.