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Abstract Paint

Principles & Qualifications

SVA Principles

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  1. Money invested with SVA should not be needed for several years.

  2. I cannot promise results, only that my own money is invested alongside clients.

  3. Most clients own the same securities with similar position sizing.

  4. The primary goal is to generate positive returns over multi-year periods. The secondary aim is to beat the Total World Stock index (ticker VT) and S&P 500 (ticker SPY or IVV) after fees and taxes over five-year rolling periods.  

  5. Two fee structures are available: 1.5% of assets per year, assessed monthly at a rate of 0.125%; or 25% of profits above a 5% hard hurdle, assessed quarterly with a high-water mark. The performance-only fee requires "qualified client" status. 

  6. Clients are the legal owners of their accounts and are responsible for associated legal duties (taxes, inheritance, etc). 

  7. Clients may withdraw funds at any time. 

  8. Clients receive portfolio updates in July and January.

Qualifications

  • Both accredited and non-accredited investors may invest.

  • Only qualified clients may elect performance-only fee structure.

  • Minimum initial investment ~$50,000. 

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