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 President, 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 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.
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).
There’s a faint but growing sucking sound permeating Wall Street. That is the sound of money being gradually sucked out of traditional investments like stocks and bonds and into money market funds.
A money market fund is a type of mutual fund that invests in highly liquid instruments including cash, cash equivalent securities, and high-credit-quality debt with a short-term maturity...
What if you could own part of a premier NBA franchise for just $200? Well, you can.
Madison Square Garden Sports (ticker: MSGS) is a publicly traded stock on the New York stock exchange that provides investors fractional ownership in the NBA’s New York Knicks and the NHL’s New York Rangers.
The stock trades at around $200 per share, which equates to an enterprise value (EV) of approximately $5.9 billion. MSGS presents an intriguing value opportunity...
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...
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