SVCM endeavors to solve the problem of poor investment performance through innovative solutions and attractive ideas.

As with other managers, our work features attention to both performance and managed risk. Unlike other managers, our solution includes outside-the-box considerations, including overweighting more compelling themes and the introduction of additional complimentary investment vehicles.

For investors tired of unmanaged portfolios, mutual funds, overly diversified fund of funds, or any other Standard and Poors market proxy investment strategy, SVCM offers an attractive consideration.

Firm services include top level investment strategy design, investment portfolio design, and individual securities management. Associated services include executive equity and option management, estate planning, tax planning, 401k administration, and college funding.

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