SVL Investment Management

Financial Advisors

Hours:

9 AM – 5 PM

Driving Directions:

Look for 1620 North Placentia Avenue. It will be on the right side if you're coming from the south, or on the left side if you're coming from the north.

About Us

SVL Investment Management (Since 1987) is a Registered Investment Advisor. SVL Investment is a global research-oriented investment advisory firm providing capital management services to Retirement Accounts (such as 401 (k), IRAs, Rollover 401 (k) into IRA, SEP IRA, Profit Sharing Plans, and Defined Benefit Plans), corporate or family trusts, and joint or individual accounts. We work with Pension Administrators to help business clients establish Retirement Accounts. Charles Schwab Corporation is SVL’s custodian bank and trading Partner.

Founded in 1987, SVL Investment Management has spent the last three decades refining its strategies to help its clients prosper and enhance their investment returns. Over the years, SVL Investment has employed Modern Portfolio Theory (a 1990 Nobel Prize-winning method) to assess risk and returns in the financial market, as well as quantitative modeling and artificial intelligence (AI) technology, to enhance its investment research and productivity.

For any questions, please email/call us: svlinvestmentteam@svlinvestment.com (714) 986-2222 or visit our website: www.svlinvestment.com

Highlights

SVL Investment Management is a global, research-driven advisory firm dedicated to helping clients build lasting wealth
SVL has spent more than three decades refining its investment strategies and strengthening client outcomes
SVL proudly partners with “Charles Schwab Corporation” as our custodian and trading platform
Our mission is simple: to minimize tax liabilities, maximize investment performance, and deliver peace of mind
About Us