SVCM is a family office, providing securities related investment management services for private individuals and family groups.

Our service involves top level strategy evaluation and new approach implementation and management. For new clients, this typically involves assuming management of underperforming or disorganized investment plans, adding value through organization and coordination, and the introduction of better investment strategies. In many cases this includes the use of more timely, appropriate, and tax efficient investment solutions.

As a boutique size firm, SVCM advertises a more individual and intimate client service experience than those available from larger competitors. We simply provide a service that treats each client’s investment challenge as if they were our own. With 20 years of successful delivery, we believe this level of focus is worthwhile and time well spent.

Experienced in all aspects of family wealth management and executive service, SVCM makes a good partner for considerate investors.