Investments

Silverlight focuses on cost-effective, after-tax results, because if we were to trade places with clients that is what would matter to us.

We offer equity strategies that we internally manage in separate account form. By investing in individual securities within these strategies, we are able to manage for tax efficiency via strategic tax-loss selling.

For clients whose objectives favor stability and income, we construct balanced portfolios using ‘best-in-class’ complementary vehicles. When we do use mutual funds, we avoid commission driven products.

As a fee-only independent advisor, Silverlight serves as a fiduciary, a legal standard by which we are required to employ the highest standard of care when advising clients on their money.