Serco Investments: The Company
Serco Investments was founded in 1980 in San Francisco, California. After two years of actively buying and selling securites for its own account, the firm accepted individual and corporate accounts on a discretionary basis. The premise of the firm is that superior performance can be achieved in the markets by a professional who is compensated by a fee.
Serco Investments manages accounts in the financial markets. The accounts are managed on a "fee" basis. The fee is determined by the value of the assets under management. This web site addresses all questions that are required to be divulged by the SEC under part 2 of the A.D.V. However, it is not intended to be treated as a substitute. Clients wishing to examine the A.D.V are invited to request a copy.
The information provided in this web site has not been passed upon or approved by The Securities and Exchange Commission, nor has The Commission passed upon or approved the business practices of Serco Investments.
The management staff of Serco Investments is dedicated to serving you and your account to the highest degree possible. We are a diverse group of individuals, providing a synergy of skills to our financial expertise. Our success is a direct reflection of the quality of our team.
Rajiv Sharma, the founder and President of Serco Investments is a native of India. His undergraduate education was completed in India and Europe. He holds a Masters Degree in Business from the University of Hartford. Since 1976, Mr. Sharma has worked full time in the financial services industry as a broker, trader and with Merrill Lynch Pierce Fenner & Smith in San Francisco. He gained further money management expertise with Sutro & Co. Inc.
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