A complete list of active advisors currently associated with The Salvetti Group
Warmer can help you find a great advisor at The Salvetti Group or one who fits your needs even better.
The Salvetti Group (Central Valley Advisors, LLC) provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans and business entities. The firm constructs portfolios using individual stocks, bonds, mutual funds, ETFs, options, structured notes and private securities, and offers services such as asset allocation, continuous monitoring, rebalancing and assistance with securities‑backed lines of credit. Investment decisions are made by the firm’s licensed investment adviser representatives using a blend of fundamental, technical, quantitative and qualitative analysis, and implemented through strategies that include strategic/dynamic/tactical asset allocation, options trading, duration management and both short- and long-term trading approaches. Wrap‑program accounts are managed on a discretionary basis and the firm requires custody at Raymond James; the brochure discloses that the firm absorbs transaction fees in the wrap program and has written policies to address the related conflicts of interest. Notable differences from many peers include operating its own wrap fee program — an offering that is relatively uncommon among similar team firms — and managing over $633 million in discretionary assets while serving roughly 590 clients with a six-adviser team, producing a relatively high client-to-advisor load. The firm also recently revised its ownership to add the chief operating officer as an owner, retains all portfolio management in‑house rather than using outside managers, and offers access to less‑typical instruments (e.g., buffer ETFs, structured notes and SBLOCs) that prospective clients should assess for suitability.
To learn more about the advisors currently working at The Salvetti Group, 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.
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