A complete list of active advisors currently associated with Silverleaf Capital Partners, LLC
Warmer can help you find a great advisor at Silverleaf Capital Partners, LLC or one who fits your needs even better.
Silverleafe Capital Partners provides portfolio management, investment consulting and financial planning to individuals and families (including high‑net‑worth clients), as well as trusts, estates, family businesses, charitable and nonprofit organizations, and retirement plans. The firm acts as a continuous investment advisor and can serve as a chief investment officer for family relationships while delivering tailored portfolios and reporting. The firm’s investment process combines macroeconomic fundamental analysis across 44 developed and emerging global economies with a technical overlay (moving averages, relative strength and MACD) to construct defined portfolios that range from conservative to aggressive. Implementation relies largely on ETFs and individual equities, with explicit use of options and other derivatives in certain strategies, block trading and average price allocations through custodial trading desks, and management of held‑away accounts via Pontera and FutureCapital platforms. Silverleafe publishes regular written performance reports (including gross‑of‑fees and net‑of‑fees results) and discloses hypothetical or advertised performance in its materials, and it also offers performance‑based fee arrangements to qualified clients subject to high‑water‑mark provisions. The firm’s explicit use of options and other derivatives in separately managed strategies, combined with its held‑away platform access and performance‑fee offerings, distinguishes its mix of services and highlights conflicts the firm discloses and seeks to mitigate through trade aggregation and reporting.
To learn more about the advisors currently working at Silverleaf Capital Partners, 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 |
|---|---|---|
Germantown, TN
| 20
| |
Germantown, TN
| 3
| |
Germantown, TN
| 27
| |
Germantown, TN
| 3
| |
Germantown, TN
| 16
| |
Germantown, TN
| 5
|
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