SVL INVESTMENT MANAGEMENT

Overview

SVL Investment Management is a small, fee-based advisory firm that runs wholly discretionary portfolios for individual, family and institutional clients. The firm favors pooled public funds as its primary vehicle, allocating the bulk of client capital to mutual funds rather than running concentrated single-stock portfolios or separate account strategies. SVL’s advisory activity is focused on portfolio management for individuals and small businesses as well as for businesses and institutional clients. The firm is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not present itself as a capital allocator that runs its own third‑party fund platform. SVL reports an affiliation with an insurance company, which can influence product access or client solutions around insurance‑linked investments and planning. Management charges clients on a percentage-of-AUM basis and maintains full discretionary authority across the assets it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices