A complete list of active advisors currently associated with N.A. Silva & Company, Inc.
Warmer can help you find a great advisor at N.A. Silva & Company, Inc. or one who fits your needs even better.
N. A. Silva & Company provides discretionary asset management and financial consulting to individuals, high‑net‑worth clients, and business entities. The firm documents client goals and implements tailored portfolio management alongside business-focused consulting services such as capital structure advice, cash‑flow forecasting, and financial reporting. Silva’s investment process combines fundamental, technical, charting, cyclical and quantitative analysis to build client‑specific strategies and uses discretionary authority to implement and rebalance portfolios, with periodic reviews and custodian‑issued account statements. The brochure also discloses that Silva may employ derivatives, options and borrowing in managed accounts and discusses related risks and operational practices. What distinguishes the firm among similar independent advisers is its adoption of performance‑based fee arrangements with explicit high‑water‑mark calculations and published performance examples in the brochure, an uncommon feature for firms of this type. It also explicitly permits the use of margin/borrowing and derivative instruments in separately managed accounts and pairs portfolio management with corporate financial consulting, making its service and fee mix atypical for a recently formed, owner‑managed adviser.
To learn more about the advisors currently working at N.A. Silva & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Pierce, FL
| 3
|
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