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Professional Services

Our responsibility
is to manage the relationship so you don't have to.

We focus on relationships, not products. Before we act, we listen, working with you to analyze your needs, goals, risk tolerance, and tax situations.

Silicon Valley Capital Management's relationship services are designed to ensure the highest levels of communication with you. We understand that managing a relationship with an advisor can sometimes be a challenge. Our responsibility is to manage the relationship so you don't have to. We believe that the more informed you are about the planning and investment process the better your overall experience will be. Better communication leads to more effective representation and a higher probability that you will reach your investment objectives.

Silicon Valley Capital Management will keep you up-to-date on your investment performance and portfolio activity. We personally compose quarterly letters to share performance results and investment thoughts with our clients. At the same time we develop close enough relationships to anticipate needed shifts in asset allocation based on changes we see in your investment goals, risk profile, or specific family situation.

All clients have direct access to the Principals of the firm. We believe that close contact with the decision makers provides for more accountability and greater trust.

Services Overview
Financial Planning
Investment Management
Relationship Management
Activity Sequence
Reporting
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