Portfolio organization is of premier importance in managing investment outcome. Diversification among asset classes, management styles and investment vehicles can be combined to promote more consistent after tax returns.

For less diversified account structures pursuing more aggressive returns, more active management may be required. SVCM will diligently attempt to manage for a consistent return experience through selection of core investment quality theme based domestic equities and bonds, as well as active management of mid and small cap domestic equities, covered call writing included. SVCM prioritizes tax efficient asset management styles.

SVCM believes the best strategy is one that will provide a comfortable experience for both investor and manager. Growth, preservation of capital and income generation are investment goals supported by SVCM portfolio management.