asset management

Silverman Strategies provides independent, fee-only asset management and financial planning solutions to individuals, corporations, and philanthropic organizations who seek to align their principles with their portfolios.

Investment Approach

Responsible investing puts your money where your mind is. Investors have great power to impact socially and environmentally responsible business practices through their own investment decisions. Our in-depth research enables clients to make informed choices about stock and fund performance, commodity and currency investments, as well as hedge fund and private placement opportunities. We factor in the environmental, social, and governance issues that affect those investments to allow our clients to make fully informed decisions. A diversified portfolio can be specifically tailored to integrate each client’s specific societal concerns, risk tolerance, performance goals, and time horizons to achieve superior long-term results while fostering constructive social change.

Fee-Only Asset Management

For the past ten years, we have provided professional guidance for asset allocation, money management, and intelligent buy-sell decision making. In addition, we develop comprehensive retirement, education, and charitable plans for clients and their families. As a fee-only advisor, we charge an hourly rate instead of receiving a commission. Whether they are in an existing management relationship, or choose to track their investments on their own, clients value our ability to provide responsible advice how and when they need it most.