A complete list of active advisors currently associated with Silk Investment Advisors

Warmer can help you find a great advisor at Silk Investment Advisors or one who fits your needs even better.

The firm provides discretionary investment management to individuals, high‑net‑worth clients, and a range of entities including corporations, limited liability companies, partnerships, trusts, and pension/profit‑sharing plans, generally through separately managed accounts. It operates on an asset‑based, fee‑paid platform and typically applies a stated account minimum (which the firm may waive in certain cases). The firm’s investment approach centers on a Cash‑Rich Fallen Angel (CRFA) strategy, a long‑term, patient process that seeks companies with precipitous share‑price declines but relatively large liquid balance sheets and potential for operational turnarounds. Portfolios under this strategy are often concentrated in small‑ and micro‑cap names (and occasionally mid/large caps), may include non‑U.S. issuers, and the firm may hold sizable ownership stakes and, in limited instances, use margin or short sales, which can increase liquidity and volatility risk and extend holding periods. Notable differences from many peers include the firm’s specialized CRFA focus and an explicit willingness to take concentrated positions—even sizable percentage holdings in individual issuers—and to invest in underfollowed foreign companies, which raises additional currency, liquidity, and reporting risks. The firm’s regulatory disclosures also note a prior customer complaint settled in 2010 with a negotiated reimbursement and that the firm’s principal has an unrelated small‑business venture; both items are included in its ADV materials.

To learn more about the advisors currently working at Silk Investment Advisors, 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.