A complete list of active advisors currently associated with Silver Lake Advisors, LLC

Warmer can help you find a great advisor at Silver Lake Advisors, LLC or one who fits your needs even better.

Silver Lake Advisors, LLC is an independent, fee-based investment adviser that provides discretionary investment management and supervisory services. The firm serves a small book of clients — individuals, trusts, pension plans, estates, corporations — and explicitly includes charitable organizations among its client types, managing roughly $57 million across about 26 accounts and documenting objectives through an Investment Policy Statement. The firm combines fundamental and technical analysis to construct long-term asset allocations, employing individual equities and bonds, mutual funds and ETFs (using ETFs to weight sectors, geographies and styles) and, where suitable, non-investment grade and high‑yield debt. Portfolios are reviewed at least quarterly with discretionary rebalancing, and the firm acts as a fiduciary in retirement-account advice while disclosing conflicts tied to rollover recommendations. What distinguishes the firm relative to many solo independent advisers is its explicit work with charitable organization clients and the principal’s participation on a volunteer endowment board and an asset-management board, which may inform oversight of nonprofit accounts. The firm also operates through an institutional custodial platform (Altruist) and has a relatively small client base with concentrated assets per account.

To learn more about the advisors currently working at Silver Lake Advisors, LLC, 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.