Managing Investments - The SVA Difference
The most important step in managing your financial assets for the long term is developing
a disciplined methodology for making portfolio decisions. To reduce risks and enhance
investment returns, we combine leading academic research with the practicality of
high quality, no-load mutual funds. We can follow through by implementing your investment
strategy with some of the nation's most respected money managers, all on a "no-load"
basis.
We make investment purchases and sales on your behalf, monitoring your portfolio
to keep it in line with your financial goals and objectives. You receive easy-to-read
quarterly reports and a detailed analysis of your security holdings. And, we meet
with you regularly to keep you abreast of market conditions and update you on the
progress within your portfolio.
Emphasize Global Diversification
Typically, investment managers focus on a specific sector of an economy or style
of money management in their selection process. Our professionals, on the other
hand, use a global perspective in selecting investment options. This serves to reduce
risk by creating a portfolio that is less volatile because it includes a blend of
investments that move dissimilarly.
By diversifying investments among domestic and international funds, large and small
companies, and the growth and value styles of management, your portfolio is cushioned
from an unexpected downturn in any specific investment category. Our emphasis on
global diversification is designed for more consistent growth with less volatility.
Choose Investments by Category
Monitor and Balance
To keep your portfolio on the cutting edge, it needs to be continually monitored
and rebalanced. We provide you with the discipline to make sure your portfolio is
operating effectively and is meeting your goals and objectives.
To ensure your portfolio is meeting your specific financial goals, it is our responsibility
to:
- Respond to changing markets.
- Adjust your portfolio as needed.
- Maintain its directed course.