ABOUT DR. STEVEN LE

“Tactical Asset Management”

WHO IS DR. LE?

Steven V. Le, Ph.D., is Chief Investment Officer at SVL Investment Management, a registered investment advisory company based in California. He has over 30 years of experience in securities analysis and portfolio management. His training includes a Ph.D. in Valuation and Economics from Iowa State University and postgraduate studies in Finance and Investment Decisions at Harvard University.

Educator

Besides being an accomplished portfolio manager, Dr. Le has distinguished himself as an educator, international consultant, business leader and financial authority with stints at California State University as a tenured professor of economics and as a member of the graduate faculty of economics and finance at several universities including Virginia Polytechnic Institute, Central Michigan University, Pepperdine University, and the University of Baltimore.

Innovator

While overseeing over 25 MBA students’ research studies and thesis preparation, he devoted much of his teaching-focused efforts to developing computerized information technology for multimedia-based classroom presentations.

International Consultant

Dr. Le continually distinguishes himself internationally by serving as a member of several executive education programs to promote understanding of the American financial system among Russian and Chinese executives seeking to move their economies toward a free-market system.  Prior to the 1993 Economic Summit in Tokyo, Dr. Le was invited by the Russian Ministry of Finances to visit Russia and Ukraine to assess the current economic development.  In 1977, he was invited to present a paper at the Financial & Economics Conference in Beijing.

Business Leader

In addition to his position as Chief Investment Officer at SVL Investment Management and as Professor at California State University, Long Beach, Dr. Le currently serves on the Board of Advisors for Saigon Asset Management.  He has served as financial economist and as a key member of the corporate strategic planning team of a billion-dollar asset company in Kansas City, Direct of Economics and Finance for the State of Maryland, and on numerous corporate boards.

Financial Authority

During the last 20 years, Dr. Le has testified in more than 50 legal proceedings as an expert witness in the areas of economics, finance and investments of the telecommunications, electric and gas industries.  In addition he has published dozens of articles and has been a guest speaker on television and radio on economic outlook and international investment issues.

WHAT DOES HE DO?

As a Registered Investment Advisor (RIA), Dr. Le’s services are marked by several key characteristics.

First, he can manage investment portfolios on a discretionary basis. That means, once his clients’ risk tolerance and financial objectives have been established, he makes the decisions within their portfolio. For example, he will buy and sell individual stocks and bonds at his discretion. There is no need for him to discuss each and every investment decision. The advantage for clients is that they can step back from their investments. They don’t have to take time out of their lives to analyze each stock or bond, or make day-to-day decisions about buying and selling securities.

After your unique values and goals are determined, you will have a powerful team on your side. Having Dr. Le working for you means more possibilities—helping you on your way to a secure future, a Retirement Unlimited. 

Click link(s) below for articles that Dr. Le has written/co-written:

1) Mid Atlantic Journal of Business

2) Yes, The Value Line Engima Is Still Alive: Evidence from Online Timeliness Rank Changes