Why Us?

We are dedicated to helping clients actively manage their wealth to live a better life.

 

HOLISTIC FINANCIAL  PLANNING

HOLISTIC FINANCIAL 
PLANNING 

We help clients craft a positive story behind their financial plan and plot progress to ensure they stay on track.

ACTIVE PORTFOLIO MANAGEMENT

ACTIVE PORTFOLIO
MANAGEMENT

Silverlight has multiple investment strategies with strong track records in both bull and bear markets.

COMPETITIVE FEE STRUCTURE

COMPETITIVE FEE
STRUCTURE

Silverlight charges a flat fee that is transparent and commission-free. 

We’re different and better.
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Silverlight
Asset Management

  • Silverlight develops and directly distributes its own investment strategies.
  • Silverlight creates simple financial plans based on your unique goals and objectives.
  • Silverlight is a fee-only advisor bound to the fiduciary standard.
  • Silverlight clients work with a Chartered Financial Analyst and top-performing money manager.

Typical
Financial Advisors

  • Most advisors act as middlemen who distribute other firms' strategies.
  • Most advisors create complicated financial plans that aren’t very personalized.
  • Most advisors sell commission-based products and aren't pure fiduciaries.
  • Most advisors don’t have advanced credentials or their own empirical track record. 

Silverlight Insight

An investing and personal finance blog.