A complete list of active advisors currently associated with Silverlight Asset Management, LLC

Warmer can help you find a great advisor at Silverlight Asset Management, LLC or one who fits your needs even better.

Silverlight Asset Management provides ongoing portfolio management and financial planning to individuals — including high-net-worth clients — as well as partnership accounts and charitable organizations. The firm creates a documented Investment Strategy Proposal for each client and offers both discretionary and non-discretionary management tailored to clients’ goals, risk tolerance, and time horizon. The firm’s approach is equity‑focused and employs a mix of analytic methods (fundamental, technical, quantitative, charting, cyclical analysis, and modern portfolio theory) and implements long‑term, short‑term and options strategies. SAM documents client risk tolerances in the Investment Strategy Proposal, reviews accounts at least monthly, and requires clients to custody assets with a specified broker‑dealer (Charles Schwab & Co., Inc.) for trade execution. Noteworthy for a firm of its size, SAM offers educational seminars or workshops and includes training and education in its Code of Ethics, an uncommon feature among peers. It also discloses potential client‑elected use of margin and active options trading (including uncovered positions), provides complimentary financial planning for clients with over $1 million in assets under management, and manages roughly $63 million for fewer than 50 client relationships, indicating a relatively concentrated client roster.

To learn more about the advisors currently working at Silverlight Asset Management, 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.