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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2006
- Office Locations
- 2
Office Locations
About SVL Investment Management
SVL Investment Management provides research-driven portfolio design and investment management for individuals and families, institutions, and as a support partner to financial advisors needing added research or capacity. Strategies are structured around academic research and risk-aware asset allocation, delivered through separately managed accounts on major custodians such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN SONVAN LE
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Investment Officer, Chief Legal Officer, Chief Operations Officer
- CRD
- #1748908
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HELEN HSINGWEN HUANG
--
- CRD
- #4323390
BALAMIR TRUNEC
Financial Advisor
- CRD
- #1944949
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,752,434 | $205,091 |
| Non-Discretionary | $0 | -- |
| Total | $39,752,434 | $205,091 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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