What are Separately Managed Accounts?
Silicon Valley Capital Partners offers separately managed accounts (SMA) to affluent individuals, trusts and foundations. SMA allow SVCP to provide a more personal and flexible money management service for our clients. Unlike the mutual fund or hedge fund industry which commingles investor dollars into a single investment strategy or fund, SMA do not commingle client accounts. Each client account remains separate from others allowing a very high level of customization. Through SMA, our customized strategies more thoroughly reflect individual investor needs, while at the same time providing a responsive and effective way to achieve our clients’ goals.

The benefits of our merged approach
We take SMA one step further by integrating it with our Global Strategy Lifestyle Funds. The objectives of our approach are to outperform the U.S. Market, reduce risk levels, and maintain consistent year over year growth. In addition to both a good risk management strategy and a high level of service, clients receive direct access to Chris Combs and not a service representative.

Each portfolio can be tailored to reflect personal investment preferences including but not limited to regional, sector or company exposure. Additionally, portfolios can be constrained to reflect socially responsible preferences or beliefs. Portfolio’s risk level is client guided and designed to match personal goals and investment time frames. Our SMA provide greater tax control than the traditional commingled or pooled investment vehicles. In a commingled fund structure, each client receives a per share tax liability resulting from unplanned fund gains, losses or shareholder redemptions. In our separately managed accounts, your tax liability is unique to your strategy, thus enabling more personal control over the timing and amount of tax liabilities.