Portfolio Management
The SVCM portfolio management team specializes in handling separate investment management accounts. The entire decision-making and portfolio-building process comes from our extensive internal research as well as the research of over 50 other brokerage firms. Investment strategy and management style for each client portfolio is determined through direct conversation with team. All variables are considered including: portfolio structure, company fundamentals, tax management, portfolio rebalancing, timeliness and overlap.

Following the initial implementation of the plan, our team of investment professionals continues to work actively in our clients' interests behind the scenes, analyzing market conditions and monitoring specific investment opportunities. We conduct periodic portfolio review and maintain ongoing personal communications to keep each client informed and involved.

Client Services
Silicon Valley Capital Management delivers the highest quality client service. The client service team takes responsibility for all the details associated with managing client relationships excluding portfolio management. The team communicates with clients on a regular basis in order to represent them effectively and keep them involved. Understanding clients specific needs and expectations are critical to the success of the relationship and to maximize investment performance.

We establish a comfortable channel of communication with you and report on the progress at regular intervals. Normal channels include email, phone and in person meetings. We also invite client input, encouraging our clients to keep us informed as any questions, concerns or significant financial developments occur. The SVCM team will also work with you to design customized statements and reporting specific to your interests.

Through our website, newsletter, seminars, monthly account statements and direct mail communications, you'll have access to the newest investment strategies, products and services available in the marketplace. We'll also keep you informed about how these opportunities will affect you.