Silverback Financial

Silverback Financial provides portfolio management and financial advice to individuals, families, business owners and a range of entities including trusts, estates, charitable organizations and business entities. The firm offers both discretionary and non‑discretionary portfolio management and general retirement and savings guidance; as of December 31, 2025 it reported $86,649,322 in assets under management, with $56,915,082 discretionary and $29,734,240 non‑discretionary.

The firm tailors asset allocations to client goals and uses a mix of analytical approaches — quantitative and qualitative analysis, modern portfolio theory and technical charting — to guide security selection and sector management. Investment strategies may include long‑ and short‑term positions, options, margin transactions and allocations to equities, bonds, ETFs, mutual funds, REITs and structured products, and clients may impose written restrictions on specific investments.

Notable features for a single‑advisor practice include operating from two offices while serving a relatively concentrated client base (42 clients) and maintaining a meaningful portion of assets under non‑discretionary authority. The firm operates on an AUM fee model without commission compensation, does not vote client proxies (clients receive voting materials directly), commonly recommends Charles Schwab as custodian and discloses receipt of certain indirect benefits from custodians and other vendors.