At Silvercap, we provide a holistic approach to wealth management. We understand that there is no “one-size fits all” solution to achieving your financial goals. Everything should be a work-in-progress and customized to fit your unique situation. As an Independent Financial Advisor, we are not tied to any one investment company which means we have many tools at our disposal. Through numerous institutional networks, we have access to thousands of mutual funds, hundreds of money managers and other unique alternative investments. No matter what the situation brings, we have a wide variety of strategies to implement.


Investment Management

Through our experience of managing clients’ portfolios, we have established partnerships with cutting edge custodians, top-tier money managers and alternative investment firms to bring all the appropriate tools in an “independent and unbiased” environment in an effort to seek out the best risk adjusted net returns appropriate to you. We also partner amongst our fellow advisory teams to share in the knowledge that each advisor has developed over their career. The singular objective of this process is to deliver the best service and investment management experience for you, the client.

We believe that the foundation of any well-managed investment portfolio is built with a strong diversified portfolio of marketable securities such as mutual funds, stocks and fixed income. Whether you’re aiming to out-pace the stock market, or targeting a specific return to reach your goal, we have strategies for it all. We don’t believe in the commonly prescribed “Buy, Hold & Pray” approach, particularly with the market we’ve experienced over the past 15 years. Our system is designed to provide every client, large or small, with the same personal attention where each portfolio is consistently monitored and actively managed.

Financial Planning

Financial Planning is an essential part of Silvercap. In today’s world, it’s now more important than ever to make sure you’ve effectively planned for your family’s financial future. There are a lot of uncertainties in the future and the only thing we have control over is what we do today, for tomorrow.

Rather than only focusing on your investments, we review the entire financial picture to build a plan where everything fits together. This involves an analysis of a broad range of items such as risk mitigation, taxes, estate planning, social security, Medicare, just to name a few. Using sophisticated planning tools, we provide a comprehensive approach to identify solutions and create your customized strategy. At Silvercap, it’s important that each investment recommendation we make, fits with your overall plan.

  • By failing to prepare, you are preparing to fail.–Benjamin Franklin