At Silverleafe, we distinguish between volatility and risk. Market volatility is associated with economic expansions and the shorter-term oscillation of the market within a longer-term upward trend (i.e. bull markets). As long as our economy is expanding, our clients understand and accept there will be volatility associated with the markets.
Market risk typically occurs during recessionary economic conditions which can lead to larger, longer negative return periods (i.e. bear markets). These are the risks to our clients’ prosperity since their wealth maintains their lifestyles. When the probability of a recession increases, we utilize a proprietary methodology to determine if we should begin to reduce risk by liquidating assets.
It is the differentiation between market volatility and risk which distinguishes Silverleafe from its peers.
Strategic Lifestyle Planning is a continuous process that will last throughout your lifetime. Lifestyle Planning is not carried out in isolation but in a dynamic environment affected by changes in your life as well as changes in your family and financial circumstances. Changes in the economy, taxation, regulation and investment climate will also have an impact on the lifestyle planning process.
Our process builds comprehensive financial statements from which we formulate a plan to meet your financial goals. Preserving your wealth requires special attention and understanding of the complexity of your assets. In addition to financial statement preparation, we will perform a stress test analysis which will demonstrate the volatility of the markets and how it may affect your Strategic Lifestyle Plan.
Silverleafe Capital Partners, LLC, through our partnership with Fidelity Family Office Services, affords family office clients unique access to our infrastructure and resources enabling families to have their own virtual investment firm. Silverleafe leverages the talents and resources Fidelity has assembled to serve wealthy family clients. A shared approach with clients gives families greater control, visibility, input and validation over their wealth.
The foundation of our client relationship is our ability to work with a family’s existing investment structure including multiple custodians and investment managers. Many families deploy their assets with a variety of brokerage firms, investment managers, hedge funds, private equity funds and direct investments. Silverleafe has the capability to integrate a portfolio reporting structure which consolidates holdings, income, performance and tax information.
Having the ability to view detailed, consolidated reports across custodians is powerful decision making information.
Silverleafe Capital Partners, LLC delivers custom fiduciary solutions to retirement plan sponsors. Our documented processes, analytics, research team and uncompromising commitment to our clients help guide them through the retirement plan process. We make a written commitment to serve as a fiduciary advisor with the sole focus of ensuring a benefit plan satisfies all required investment processes and guidelines while utilizing industry best practices. We partner with plan sponsors to monitor plan risks, compliance complexities, employee education and manage investment oversight through quarterly reviews.
A retirement plan is a benefit. It does not drive revenue, but it can serve as a reward and a retention tool. A plan should be simple, straight forward, transparent, streamlined and of value. It is our goal to understand your current offering and navigate your path to a comprehensive solution accomplishing the aforementioned attributes.
Silverleafe Capital Partners, LLC.