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| Comprehensive Investment Platform |
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As an independent and objective wealth advisor, we consider a wide array of investment vehicles across a myriad of asset classes, geographies and market capitalizations when constructing your portfolio. Our investment offering includes an extensive set of select external managers and proprietary capabilities. The Silver Bridge investment platform includes traditional strategies, both active and passive, and alternative investment opportunities in hedge funds, private equity, real estate, and commodities.
Our external manager strategies have been vetted through a rigorous due diligence process by our investment team. This review includes quantitative and qualitative analyses to assess each manager’s likelihood of generating strong future returns.
The investment team is steadfast in holding investment managers accountable to their stated investment process and regularly assesses whether risks are being responsibly managed. The investment team’s ongoing screening process is also designed to uncover new client opportunities across all asset classes.
Our proprietary solutions include a number of equity, fixed income, and enhanced cash management strategies. These strategies are designed to outperform their stated benchmark over a four to five year investment cycle. Our focus on risk management has helped these strategies outperform market returns during poor investment climates.
Where appropriate, Silver Bridge employs innovative, opportunistic investments outside of the traditional asset allocation framework to allow opportunities for potentially enhanced returns.
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TAX EFFICIENT INVESTING |
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When constructing client portfolios, Silver Bridge takes a proactive approach to tax management and considers the following:
- Loss carry forwards
- Low cost basis holdings
- State tax implications
- AMT (federal alternative minimum tax) status
- Charitable contributions
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