Silicon Valley Capital Management provides portfolio management services for private clients and family groups. Our goal is to support a comfortable environment while providing intelligent and inspired investment management. SVCM specializes in a custom designed approach, managing separate client accounts consistent with individual goals and objectives.
Silicon Valley Capital Management works in Partnership with Fidelity Investments to provide a complete and comprehensive investment management solution. Products, services, and complete customer support are available through your relationship with SVCM and our various custodians.
SVCM provides a high degree of money management expertise and strong customer service. Client assets are reviewed continuously and managed diligently. Client communication is frequent and convenient. Our objective is to promote client comfort and piece of mind through active and convenient client communication.
Your client service team helps you:
- Implement wealth accumulation and protection strategies
- Transfer wealth to family with lower tax liability
- Adapt to changing market conditions
- Proactively address complex tax issues
- Consolidate your overall financial picture
- Bill pay and Personal loan services
SVCM will allow you to gain control of your wealth--saving you time and leaving you free to focus on those activities most important to you.
