ensuring that all aspects of our client's investments are managed with attention to detail. Our mission is to offer our clients comprehensive property management services. Our team has the tools and experience to handle everything our clients informed of every aspect of their investments and provide reliable service.

private clients. Services include family investment strategy planning and design, portfolio design, and individual investment management. Assets are held in great ideas. SVCM provides top level investment strategy design, portfolio design, and portfolio management services, delivered in an exceptionally intimate

investment management, advisory and planning services includes asset allocation and "location," portfolio management, customized concentrated wealth management and private equity distribution/post-venture management services. Our

, including stock option analysis, wealth management and a program for young return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurancehelps young professionals get started investing appropriately and focuses on immediate financial

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low

planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex financial matters our client's goals as well as the investment management to get them where they want to be

investment management service. For individuals, we can provide services for different types of investment portfolios such as individual or family investment traditional, Roth or SEP-IRA. We can provide investment management services for company or organization retirement plans and

to providing our clients with personalized wealth management solutions. As trusted fiduciaries, we always act best interests and strive to create a tailored portfolio that meets their specific financial needs. We field and is committed to finding the right investment solution for each individual. With our expertise

years, offering their clients real estate management expertise and investment opportunities. Merrie serves as an of care for residential owners and managers as well as habitability and injury finding and financing investment opportunities, adding value to property and managing multi-property portfolios. Together, the

clients; I want them to get the best investment they can and I want to protect them that clients hired to sell large real estate portfolios and companies worth over $700M. I share this along with my experience developing real estate and managing rental property. My home buyer clients know how

providing financial planning and investment management services. The firm employs a customized approach to address portfolio diversification, equity compensation

An Independent, Unbiased, Registered Investment Advisory. We are in the business of creating, managing and preserving wealth. We build to financial independence by optimizing the investment holdings in each client portfolio. We use low-cost exchange-traded

used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset income, natural resources, REITs, and alternatives assets. Our investment team averages over 25 years of experience, and