A complete list of active advisors currently associated with Silver Thread Investments
Warmer can help you find a great advisor at Silver Thread Investments or one who fits your needs even better.
Silver Thread Investments provides money management and investment consulting primarily to individual clients and will also work with trusts, small businesses and other entities, with no stated account minimums. The firm manages a small number of clients and reported discretionary assets in the low millions ($2.45 million as of 12/31/2020). The firm’s investment process blends fundamental, quantitative and technical analysis, with a focus on stocks and bonds and a position-by-position approach to building a core, long-term portfolio. Silver Thread accepts discretionary authority, conducts regular reviews (weekly for certain cash or sell triggers and monthly for broader considerations), and provides periodic account summaries while clients retain custody of assets. Notable distinctions include the firm’s disclosure that it does not charge fees or accept compensation for its services and intends to continue offering services without charge to family and close contacts, a practice that departs from the typical percentage-of-AUM model. The brochure also discloses that the owner may trade for personal accounts and sometimes buys or sells on the same day client trades, and the firm reports no soft-dollar or transaction-based compensation arrangements.
To learn more about the advisors currently working at Silver Thread Investments, 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 |
|---|---|---|
Ft. Myers, FL
| 20
|
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