Professional Services

Independent Registered Investment Advisors

SVI offers investment management services to independent Registered Investment Advisors for their clients. The degree of my interaction with your clients is negotiable. SVI needs information about a client’s life circumstances including objectives, values, time horizon, net worth, income and risk tolerance. SVI charges fees by the amount of assets under management. Fee sharing can be negotiated. Visit the Client Services page for additional information or call 206.579.8361.