A complete list of active advisors currently associated with Silverleaf Investment Group, LLC
Warmer can help you find a great advisor at Silverleaf Investment Group, LLC or one who fits your needs even better.
SilverLeaf Investment Group is a registered independent investment adviser that focuses on goals- and mission-based management and consulting for taxable and tax-exempt bond portfolios. The firm serves income-focused private and institutional clients and provides direct portfolio management, sub-advisory services, performance evaluations, and RFP review. The firm’s approach is to customize bond portfolio strategy after a detailed discussion of a client’s income goals and the specific risks to meeting those goals, using fundamental and technical analysis of fixed-income securities. It monitors accounts on an ongoing basis with regular reporting and quarterly reviews, and delivers services on a fee-only, assets-under-management basis. Compared with many peers, the firm is institutionally oriented and generally does not serve non–high-net-worth retail individuals, resulting in a small, concentrated client base rather than broad retail coverage. It commonly accepts sub-advisory and institutional consulting engagements, does not accept performance-based fees, and does not exercise proxy voting authority on client securities.
To learn more about the advisors currently working at Silverleaf Investment Group, 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 |
|---|---|---|
Cincinnati, OH
| 20
|
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