Our Story

Silverleafe Capital Partners, LLC is a boutique investment management firm established in Memphis, Tennessee in 2004. Dan Patterson founded Silverleafe after working in Merrill Lynch’s Private Client Group for over a decade. It was Dan’s past experience at a major brokerage firm that led him to create an independent, fee-only registered investment advisor (RIA) that operates as a fiduciary for clients. As a firm focused on client interests, we are not affiliated with any broker dealer, and we do not accept commission compensation or third party remuneration. Silverleafe Capital Partners, LLC works solely for our clients.

We believe that our team approach, investment management and financial planning philosophies are what make our firm unique. Our team has over 60 years of experience in the financial industry and has earned the highest designations in their fields including, Certified Investment Management Analyst, Chartered Financial Analyst, and CERTIFIED FINANCIAL PLANNER ™.

Our clients have complex wealth profiles, all which make them unique. We have fewer, more substantial relationships creating a low client-to-advisor ratio which allows us to dedicate our time to understanding the needs and expectations of each client. All clients have direct access to our firm’s decision makers and investment rationale. A partnership with Silverleafe provides our clients a conflict-free relationship built on trust, transparency and integrity.

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