Silverstone Wealth Management is a strategic asset management firm specializing in advisory portfolio management and wealth management service.
Transparency: We maintain a high level of transparency with our partners and clients, providing all required reports and expectations directly from our broker.
Since 2018, we have generated average annual portfolio profits of 20+%, with more than $40 million in long-term portfolios and over $60 million in private equity investments. Silverstone Wealth Management is a strategic asset management firm specializing in advisory portfolios and wealth management services. We are committed to delivering exceptional results for our clients by leveraging our 13 years of expertise in the industry.
Investment Solutions and Services: • Long-term investments: Quarterly analysis of 300+ company reports for selecting long and short positions. • Intraday trading: Daily opening/closing of positions, averaging 3-5 trades with a duration of 15 minutes each. • Proven track record: 5% AUM on average per quarter, with over 30% annual returns in 2022. • Active trading under your risk management, assisting in diversifying and recovering portfolios.
Mission. Our mission is to deliver consistent, long-term returns by actively trading in the US stock markets, adhering to the following core principles: Expertise: Our family office's average experience is 12 years in stock markets trading, having survived various crises, including the 2008 financial crisis and the coronavirus drawdown. Research: We provide in-depth research and analysis to identify potential investments aligning with our investment philosophy, keeping ourselves updated on market news. Agility: We constantly monitor market trends and news to respond quickly to changes in market conditions, ensuring active participation throughout trading hours. Risk Management: We focus on statistical risk management, aiming for a 50/50 profit/loss ratio, where profitable deals yield 1.5-3 times more than losses. Our "all-weather" portfolios showcase even more impressive ratios. Transparency: We maintain a high level of transparency with our partners and clients, providing all required reports and expectations directly from our broker.
