A complete list of active advisors currently associated with Silver Pine Capital, LLC
Warmer can help you find a great advisor at Silver Pine Capital, LLC or one who fits your needs even better.
Silver Pine Capital is a state-registered, independent investment adviser serving both individual and institutional clients, including high-net-worth and non-HNW investors; the firm reports roughly $41.8 million in discretionary assets under management across a small client base and two advisors. It provides discretionary portfolio management through separately managed accounts, ongoing financial planning subscriptions, and related services such as manager selection, portfolio risk assessments, and option overlay strategies. The firm follows a value-oriented, fundamental investment approach for its internally managed equity strategies, employing bottom-up stock selection for Small-Mid and All Cap value portfolios and combining top-down macroeconomic research with bottom-up analysis for its hedged strategies. Portfolios are constructed with diversification across equities, fixed income and alternative exposures, and the firm also offers actively managed, ETF-based portfolios for smaller accounts and covered-call overlays in select hedged mandates. A notable feature relative to peers is that Silver Pine offers performance-based compensation arrangements to accredited investors in certain equity strategies, a practice that is uncommon among similar supported advisers; the firm describes compliance controls such as aggregated order execution and regular trading reviews to address potential conflicts. It also maintains three proprietary equity strategies and the use of an active covered-call overlay and ETF-only managed options for smaller accounts, which are distinctive operational elements for a boutique firm of this size.
To learn more about the advisors currently working at Silver Pine Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Medfield, MA
| 15
| |
Medfield, MA
| 10
|
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