We’re one of the good guys in an industry riddled with conflicts of interest.
Fiduciary is derived from the Latin word meaning “trust,” and trust is the foundation for a successful advisory relationship. At Silverlight, we are legally required to always act in your best interest.
For most big purchases in life, it's optimal to consider quality and value.
Investing is no different.
Silverlight’s “Quality at a Discount” style is rooted in common-sense and empiricism. We developed a proprietary algorithm that ranks securities by specific quality and value factors. Stocks that score well on our criteria have historically outperformed, with below-average risk.
The core of what we do is portfolio management—that’s why you'll hire us.
We also go a step further, though, by providing complimentary tools, strategies and coaching to help you manage your money and time more effectively.
We believe in thinking differently and inspiring our clients to do the same.
Silverlight’s CEO, Michael Cannivet, is a Forbes contributor and a columnist for RealClearMarkets. All clients have direct access to our research, resources, and Michael.
Silverlight is vertically integrated with our own in-house research process and strategy offerings. This uniquely scalable platform allows us to provide a more holistic client experience at a reduced cost.
Silverlight has a proprietary investment framework combining macroeconomic forecasting and a multi-factor method to evaluate individual stocks.
All clients have a direct relationship with their key decision-maker.
We offer complimentary financial planning as part of our wealth management service.
Our investing approach is a modern adaptation of classic investing ideas we rigorously backtested, systematized, and have used to deliver exceptional results.
We are a transparent, fee-only investment manager, bound to the fiduciary standard. We do not sell products for commissions, and always put clients' best interests ahead of our own.
Tend to be middlemen who outsource most of the investment management function, relying on mutual funds and ETFs that carry additional expenses.
Lack a proprietary, disciplined, repeatable process for analyzing securities and actively managing portfolios.
Clients often work with an 'advisor' or 'counselor' who does not actually make portfolio management decisions.
Does not provide financial planning guidance or does so for an extra fee.
Often has no track record and avoids performance discussions—particularly if clients are being invested across different funds, ETFs, or third-party strategies.
Earns money from fees + commissions, which are often linked to expensive insurance and annuity products. Also, over 80% of financial advisors do not legally have to act in their clients' best interests (fiduciary standard).
Are we living in Tech Bubble Version 2.0?
At this point, three stocks—Apple, Amazon and Microsoft—comprise about 16% of the S&P 500 and a third of the Nasdaq 100. Their combined value of $5 trillion is bigger than Germany’s entire economy. And the last time the “Big 3” were this expensive relative to free cash flow was during Tech Bubble Version 1.0.
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Zoom Video Communications (ZM) is one of the hottest stocks of 2020.
Most conventional ‘value’ investors have missed it, of course. They usually pass on high-growth names, preferring stocks with cheaper valuations.
Don’t make this mistake.
In a portfolio, the forest is more important than the trees. Using that prism, Zoom may offer investors the best of both worlds: hyper growth plus a portfolio hedge.
Zoom’s...
With all the coronavirus coverage, the tenor of the news flow has been unusually dour this year. That may explain the success of John Kransinki’s YouTube program, which only reports “good news.”
It took just two months for the Some Good News (SGN) channel to amass over 2.5 million subscribers. Krasinski and his network of star pals created a series of viral clips, including Brad Pitt’s cameo as a weatherman.
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