Third Party Advisory Services
Russell Advisors
Russell gives individual investors the "big investor advantage"; access to a wide range of multi-manager mutual funds. Founded in 1936, Russell has honed its experience as a manager of managers through decades of market cycles. Russell provides a full range of investment services to retirement plans, foundations, endowments, and individual investors of all types and sizes. The Russell approach is designed to strategically diversify each individual portfolio for every season of the market.
SVL Investment Management
SVL Investment Management has been a Registered Investment Adviserfirm since 1987. The Chief Investment Advisor to SVL is Steven Le, PhD. Through his various professional roles, including Chairman of the Department of Finance at the California State University, Long Beach, Dr. Le has accumulated over 30 years of experience in securities, financial analysis and investment management. SVL provides capital management services to both individuals and institutions. The main goal of SVL Investments is to seek a consistent, long-term superior rate of return with acceptable risk.
