SVL Investment Management is a research-oriented firm that manages money for a select group of investors. SVL focuses on economic trends, market conditions, and company fundamentals. SVL offers traditional investment advisory services to individuals, retirement plans, foundations, and trusts. Portfolios are personalized based on client objectives, time frame, and risk tolerance. SVL aims for capital preservation, portfolio growth, low volatility, and a global perspective, investing for the long term.
Assets Under Management$40M
Clients179
Advisors4
Avg. per Client$220K
Avg. per Advisor$9.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
The annual fee for portfolio management services is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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