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Silverlight Asset Management, LLC

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Preserve your past.
Secure your future.
Live for today.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

BOUND TO THE
FIDUCIARY STANDARD

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.

QUALITY + VALUE =
HIGH RETURNS, LESS RISK

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.

NO FEE FINANCIAL
PLANNING ADVICE

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.

UNIQUE CLIENT EXPERIENCE & DIRECT ACCESS

We believe in thinking differently and inspiring our clients to do the same.

Silverlight’s President, Michael Cannivet, is a Forbes contributor and a columnist for RealClearMarkets. All clients have direct access to our research, resources, and Michael.

We’re different and better.
Get in Touch.


Contact

Silverlight
Asset Management
 

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 a classic investing ideas we have rigorously backtested and systematized.

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.

Typical
Financial Advisors
 

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 lacks a clearly defined, repeatable investing process.

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).

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Silverlight focuses on cost-effective, after-tax results, because if we were to trade places with clients that is what would matter to us.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

We offer counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, and to make tangible progress toward each client’s lifestyle goals.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Home

Silverlight Insight

An investing and personal finance blog.

Latest Blog Posts

The Fallout From Silicon Valley Bank
Mar 14, 2023 by Silverlight Asset Management, LLC

 

Silicon Valley Bank's (ticker: SIVB) collapse last week was an old fashioned bank run that happened extra fast thanks to modern social media. It took less than 48 hours for the 16th largest bank in the US to become insolvent, marking the second biggest bank failure since Washington Mutual's demise in 2008. 

SIVB specialized in...

Read More
The S&P 500 Is The Most Popular And Overpriced Benchmark In The World
Feb 20, 2023 by Silverlight Asset Management, LLC

 

Almost everyone is invested in the S&P 500 index, which may present a problem.

According to ETF.com, there are 2,205 exchange traded funds (ETFs) currently trading in the US market. The largest is the SPDR S&P 500 ETF (SPY) with approximately $359 billion in assets. Among the top ten equity ETFs, the top three are all...

Read More
Silverlight Strategies Outperformed In 2022
Jan 11, 2023 by Silverlight Asset Management, LLC

 

Any way you slice it, 2022 was a challenging year for investors.

The S&P 500 lost 18.1%, which ranks as the seventh worst year since 1929. Meanwhile, the Bloomberg US Aggregate Bond Index lost 13.0%, which ranks as the worst year ever for bonds.  

Amid this difficult backdrop, I am pleased to report that Silverlight's Core Equity and International Equity strategies achieved record outperformance.  

...

Read More

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 949-629-2496

Email: mcannivet@silverlightinvest.com

23 Corporate Plaza, Suite 150, Newport Beach, California 92660

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