SILICON VALLEY RETIREMENT SERVICES, LLC

Overview

Silicon Valley Retirement Services, LLC is an owner-operated advisory firm that positions itself as a capital allocator and consultant to high-net-worth individuals and families. The firm focuses on advisory and selection-of-adviser roles rather than discretionary portfolio management: its reported advisory activities include pension consulting services and sourcing outside managers. Fee arrangements blend percentage-of-AUM billing with fixed fees, aligning the firm with consultative engagements for large retirement and wealth clients. It is not flagged as an active ESG investor and is not registered as a multi-state adviser. Investment posture is conservative and implementation-tilted: the firm’s assets are concentrated in public funds and mutual funds, and its role often appears to be selecting managers and structuring portfolios for clients rather than running active in-house security-level strategies. The emphasis on non-discretionary assets and selection-of-advisers suggests Silicon Valley Retirement Services typically constructs or recommends manager lineups and delegates execution to the chosen sub-advisers or fund vehicles.

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