SVCM is a well established, San Francisco Bay Area based investment advisory firm, providing securties based investment management services to private individuals and family groups. Services include client evaluation, overall portfolio coordination, strategy design and investment selection and management. Additional services include tax and estate planning, executive services (12b1 planned sale management, esop/espp management), 401k and related retirement plan management, and college funding program management. The firm leverages significant experience, expertise and attentiveness, as well as a real passion for private wealth management to provide true value added solutions for clients. Offices are located in the historic Jackson Square area of San Francisco's financial district. Assets are held with custodian banks, including Merrill Lynch, Oppenheimer, Morgan Stanley, and Fidelity Institutional.
