Silverlake offers wealth advisory services for individuals, families, trusts, estates, retirement plans, charitable organizations, and business entities.
Silverlake is an independent, fee-only, Registered Investment Advisor (RIA), licensed by the California Department of Financial Protection and Innovation.
Silverlake receives no compensation from any broker-dealer, mutual fund company, or insurance provider. As a fiduciary, we are required by law to put your interests first.
Welcome To Silverlake
Silverlake works hard to address your individual concerns, great and small, so that you can enjoy increased confidence in your financial decision making and have more freedom to do the things that are important to you.
Silverlake combines highly personalized service with sophisticated technology to conduct a detailed review of your entire financial picture. We update your financial profile as your needs and circumstances evolve. We consider your goals, values, risk tolerance, and other aspects of your financial situation before rendering advice.
Silverlake offers initial consultations and second opinions free of charge and with no commitment on your part. We look forward to helping with your financial planning and investment needs.
Our Practice
Silverlake’s Investment Philosophy is based on decades of empirical evidence and academic research. Our discipline emphasizes broad diversification through total world capital market exposure. Our portfolios employ institutional class mutual funds that are typically unavailable to retail investors.
Silverlake cares about the environment. Our operations are cloud-based and almost entirely paperless. We offer sustainability and SMA (Separately Managed Account) portfolio solutions for clients who wish to align their investments with their personal values.
Silverlake brings clarity and transparency to capital market investing and financial planning. We believe the best solutions should be simple enough to manage from your kitchen table.
Silverlake Portfolio Advisors, LLC is not affiliated with Silver Lake Management, the technology firm founded in 1999.