Svl Investment Management

SVL Investment Management, founded in 1987 by Steven S. V. Le, Ph.D., operates with a focus on investment management services. Dr. Le, with extensive experience in finance and academia, serves as the Owner, President, and Investment Adviser Representative of the firm. Holding advanced studies from Harvard University, Dr. Le has a strong educational background, including a Ph.D. from Iowa State University. His professional experience includes roles as a Professor Emeritus of Finance at California State University, Long Beach, and various key positions in finance and economics at national consulting firms and within the State of Maryland. As a fiduciary, Dr. Le is committed to acting in the best interests of clients. SVL Investment Management does not engage in other investment-related business activities, and Dr. Le's only non-investment-related business involves owning Palm-Placentia, LLC, a property management company, which occupies less than 1% of his time. Clients can rest assured that Dr. Le does not receive any additional compensation beyond what is disclosed in the firm's ADV Part 2A and this supplemental brochure. With no disciplinary history, bankruptcy petitions, or supervision concerns, clients can trust in the integrity and expertise of SVL Investment Management under Dr. Le's leadership.