Silicon Valley Retirement Services (SVRS) offers investment consulting services to retirement plan sponsors. SVRS creates investment policy statements and monitors investment options based on risk, manager tenure, performance, and expenses. SVRS does not provide investment advice to individual participants or manage individual portfolios. SVRS is transitioning all clients and services to OneDigital Investment Advisors LLC in 2026.
Assets Under Management$1.4B
Clients50
Advisors2
Avg. per Client$28M
Avg. per Advisor$700M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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