Silk

Silk provides discretionary investment management to individuals, high-net-worth investors, and institutional clients through separately managed accounts focused on U.S. equities and exchange-traded funds. The firm requires clients to custody assets at a designated broker and had not commenced advisory operations (zero assets under management) as of the date reported in its brochure.

Silk runs a single, uniform AI-driven equity strategy in which large-language-model–based agents autonomously research, formulate, and execute trade decisions that are applied consistently across all accounts. Portfolios are not customized to individual client preferences; trading is fully discretionary and typically active, incorporating both long and short positions and margin, while human personnel provide supervisory controls, pre-trade constraints, and the ability to halt the system.

Noteworthy among peers, Silk accepts performance-based fees for verified qualified clients and explicitly offers portfolio management to institutional and business clients, features that are statistically uncommon for independent advisers. The firm also maintains a proprietary account that trades alongside client accounts under its block execution and pro-rata allocation policies, and it relies on custodial statements rather than issuing separate periodic written advisory reports.