Despite the ever-changing economic market, we maintain our philosophy of creating long-term superior rates of return with acceptable levels of risk. Many of SVL Investment Managements’ clients are referred to us by CPA firms, law firms, and financial planning firms.
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Conservation of Capital
Growth of Portfolio Value
During his extensive career, Dr. Le was Chief Economic Advisor to the United Nations, Managing Director of two national economic & financial consulting firms, Director of Economics at the State of Maryland, member of the corporate strategic & financial planning team at a NYSE company, Director of the Graduate Program in Finance, Chairman & Professor of Finance & Investment at California State University, Long Beach and Virginia Polytechnic Institute and State University of Baltimore (Maryland).
Dr. Le is a member of the CFA Institute (Chartered Financial Analyst). He has authored over 50 scholarly articles, and regularly appears as a guest speaker on television and radio programs to discuss financial issues.
Said is a key member of the SVL Investment Strategy team. He brings years of experience as an investor and advisor to SVL Investment Management.
Said has spent over a decade as a venture capital investor and investment banker in the technology, media, and telecommunications sectors. He's the Managing Partner of Stormbreaker Ventures and was previously an investment banker at Blackstone / PJT Partners and Citi. He has executed over $10B in aggregate transaction value to date. He holds an MBA from Cornell University and is a CFA Charterholder.
Tina joined SVL Investment Management in 1997. For the last 26 years, she has been a valuable member of the management team. She oversees regulatory compliance, accounting, financial research, and client services. She received an MBA from California State University, Long Beach.