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).
Three years ago, I introduced Forbes readers to a stock strategy called the Dobermans of the Dow. This is my annual strategy update.
The Dobermans of the Dow is a simple stock screening system with two steps:
1) Rank Dow constituents by Return on Equity (ROE), keep the top 20....
Stock markets are surging and billionaires are benefitting.
The world’s 500 richest people saw their combined net worth jump 31% in 2020. The $1.8 trillion annual gain was the largest in the eight year history of the Bloomberg Billionaires Index.
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December 12, 2020
Apart from the two blockbuster IPOs we cover below, it was a fairly quiet week on Wall Street. The S&P 500 edged down about 1% while bonds saw modest gains.
Initial jobless claims in the U.S. rose 853,...
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