Is Your Investment Portfolio on the Right Track?
Next, we offer you observation and insights.
1. RISK PROFILE
We believe investors are more likely to stick to a long-term plan if their portfolio matches their tolerance for risk and volatility. This step helps us determine if your current portfolio is right for you.
2. STRESS TEST
Next, we "stress test" your current portfolio to see how exposed you are to various downside/risk scenarios. We can model historical scenarios (like the 1987 crash, the 2000 tech bubble, etc.) to see how your current portfolio would perform in those environments. We can also model any future scenarios you are pondering.
It's more important to prepare for the future versus trying to predict it. That's why our "macro scenarios" analyze your portfolio for a Best Case, Worst Case and Best Case set of assumptions.
3. STYLE AND SECTOR ANALYSIS
Diversification is critical to achieve long-term success, but not all strategies are created equal. It's all about weighting the right styles and sectors in your portfolio, at the right times. In this part of the analysis, we take a closer look at how you're allocated and how you should expect your portfolio to act in the present environment.
4. PERFORMANCE ANALYSIS
Finally, we back-test your portfolio's performance against an appropriate benchmark. This will help you determine the potential opportunity costs associated with your current strategy.
Testimonials Content Block
More Than an Investment Manager—A Trusted Guide to Financial Growth
"I’ve had the great pleasure of having Michael as my investment manager for the past several years. In fact, he is way more than that. He is a trusted guide who coaches his clients to look first at life’s bigger picture and then align their financial decisions to support where they want to go. Michael and his firm take a unique and personal coaching approach that has really resonated for me and helped me to reflect upon my core values and aspirations throughout my investment journey.
Michael’s focus on guiding the "why" behind my financial decisions has been invaluable to me in helping to create a meaningful strategy that has supported both my short-term goals and my long-term dreams. He listens deeply, responds thoughtfully, and engages in a way that has made my investment decisions intentional and personally empowering. With Michael, it’s not just about numbers—it’s about crafting a story of financial growth that has truly supports the life I want to live."
-Karen W.
Beyond financial guidance!
"As a long-term client of Silverlight, I’ve experienced not only market-beating returns but also invaluable coaching and support. Their guidance goes beyond finances—helping me grow, make smarter decisions, and build a life I truly love. Silverlight isn’t just about wealth management; they’re invested in helping me secure my success & future legacy!"
-Chris B.
All You Need Know to Win
“You likely can’t run a four-minute mile but Michael’s new book parses all you need know to win the workaday retirement race. Readable, authoritative, and thorough, you’ll want to spend a lot more than four minutes with it.”
-Ken Fisher
Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.
Packed with Investment Wisdom
“The sooner you embark on The Four-Minute Retirement Plan, the sooner you’ll start heading in the right direction. This fun, practical, and thoughtful book is packed with investment wisdom; investors of all ages should read it now.”
-Joel Greenblatt
Managing Principal, Gotham Asset Management;
New York Times bestselling author, The Little Book That Beats the Market
Great Full Cycle Investing
“In order to preserve and protect your pile of hard-earned capital, you need to be coached by pros like Michael. He has both the experience and performance in The Game to prove it. This is a great Full Cycle Investing #process book!”
-Keith McCullough
Chief Executive Officer, Hedgeye Risk Management
Author, Diary of a Hedge Fund Manager
Clear Guidance...Essential Reading
“The Four-Minute Retirement Plan masterfully distills the wisdom and experience Michael acquired through years of highly successful wealth management into a concise and actionable plan that can be implemented by everyone. With its clear guidance, hands-on approach, and empowering message, this book is essential reading for anyone who wants to take control of their finances and secure a prosperous future.”
-Vincent Deluard
Director of Global Macro Strategy, StoneX
