High Tax Efficiency. Low Annual Fees.
SVCP provides responsive services to investors. By utilizing Fidelity Investments as our custodian, each client gets access to all of Fidelity's resources, including a monthly Fidelity statement, online account view and tools, plus use of any of Fidelity's nationwide investor centers.
Our investors enjoy the following features:

• In person or web based quarterly portfolio reviews
• Web based performance reporting net of fees
• Annual financial planning
• On demand multimedia strategy and market updates
• Highly constrainable portfolio
• Low annual fees
• Custom tax efficient strategy