Investments
At Silver Bridge, we believe our clients deserve the best of the institutional investment world, yet with an integrated delivery that only a boutique can deliver. Our seasoned team of investment professionals strive to take the very best of institutional investment management—rigorous and repeatable processes, combined with responsible risk management and oversight—all executed and delivered in a personal, hands-on manner that is anything but institutional in delivery. Our unique approach centers on four specific values:
A stable, sustainable investment philosophy that aligns with our clients’ goals and objectives
Silver Bridge works with successful individuals and families who want to continue to grow their investments. At the same time, our clients understand the importance of taking calculated risks—not simply for capital appreciation, but also to protect assets in adverse market environments. Periods of market distress often result in meaningful loss that not only erodes portfolio value, but also may lead to emotional—and regrettable—decisions from investors. That is why Silver Bridge pays equal attention to managing portfolio risk as it does to seeking new growth opportunities. Ultimately, we believe our stable, sustainable investment philosophy gives you the greatest chance of meeting your goals and objectives, generation after generation—and through varying market cycles.
A proactive, not reactive, approach to portfolio management and asset allocation
We believe no single approach to asset allocation is right for all market environments. The economic trends that can dominate a given market—from short-term boom-to-bust cycles to long-term secular bull and bear markets—may vary dramatically. Silver Bridge offers you a long-term strategic approach to asset allocation that utilizes asset classes that we believe are best suited to capture market returns in line with our long-term market projections. We then seek to take advantage of shorter-term growth opportunities—and mitigate shorter-term risks through a tactical asset allocation overlay—that is, modest allocation shifts based on market conditions. All of our portfolio and asset allocation decisions are made with a careful eye to minimize investment expenses and taxes—all in an effort to maximize your total net return.
A disciplined, yet dynamic, investment selection and due diligence process
At Silver Bridge, we believe investment management is as much an art as it is a science. While we use many traditional tools for evaluating investments, our disciplined and rigorous approach to investment management goes far beyond the traditional. Once we have identified investment opportunities with long-term potential, our due diligence process continues well beyond any strategy or investment recommendation to our clients. We follow through and apply our due diligence to post-selection monitoring, all in an effort to ensure that the managers and securities that employ your hard-earned capital continue to adhere to our strict standards—and to your stated investment philosophy.
An integrated global perspective delivered by a centralized team of experienced professionals
At Silver Bridge, our centralized approach means your unique needs will be addressed by the collective brainpower of our team members, affording you cohesive, integrated and actionable solutions. Through our boutique delivery you will have quick and easy access to our entire team of talented professionals, who have over 100 years of combined experience, bringing a leadership perspective to wealth management. Your Silver Bridge Client Advisor will utilize the full power of this centralized approach, along with best practices utilized by larger institutions, to begin conversations and properly analyze your needs. They will then leverage the efforts of the larger team to build institutional-quality portfolios that are customized for your unique circumstances—all backed by the investment team’s rigorous oversight.
Our Client Focus
Our Proactive Management
Our Due Diligence
Our Global Approach
In practice, our strategies are delivered through an investment advisory practice that leverages our comprehensive investment platform . Silver Bridge lets you decide the best way to use our services, depending on your unique needs. You have the choice to engage Silver Bridge as either an Investment Advisor or Investment Consultant. As Investment Advisor, Silver Bridge will:Design a customized portfolio to meet your unique needs, which will be articulated in your Investment Policy Statement (IPS). Manage your assets on a discretionary basis. Offer you access to a comprehensive and customized set of investment services and dedicated resources, including proprietary capabilities and a carefully selected group of external managers.
As Investment Consultant, Silver Bridge will:Provide you the advice and information you need to make informed decisions. Offer services that can be used individually or in combination. Our turnkey consulting solutions offer optimal flexibility, including the ability to customize to meet your unique goals and objectives.
Our Comprehensive Investment Platform Learn how we blend internally managed strategies with a robust external manager platform.
Planning Learn how our planning services begin with a deep understanding of your long-term objectives.
Advice Learn how our seasoned relationship management staff deliver advice through deeply dedicated one-on-one advisory relationships.
Our People Meet our industry-leading team, each with specialized expertise to allow us to meet your needs.
All investment advisory services are provided by Silver Bridge Capital Management, LLC, a registered investment adviser affiliated with Silver Bridge Advisors, LLC and Silver Bridge Family Office Partners, LLC.