Silver Advisors, LLC

Silver Advisors LLC is a New York-based registered investment adviser established in 2017 by Greg Silver. As a fiduciary, the firm is obligated to act in the best interest of its clients and disclose any material conflicts of interest. Silver manages client assets totaling $7,860,029.00 on a discretionary basis and $48,260,000.00 on a non-discretionary basis as of December 31, 2024. The firm offers investment management and financial planning services, focusing on various asset classes such as equities, mutual funds, ETFs, fixed income instruments, and options contracts. Silver employs fundamental analysis to identify investment opportunities and has multiple investment strategies tailored to individual client goals. The firm charges up to a 2% annual asset-based fee for investment management services and may also charge a 20% performance fee based on capital appreciation. Clients must meet certain criteria for performance-based fee arrangements. Silver does not participate in wrap fee programs and requires a minimum account balance of $100,000 for investment management services. The firm's founder, Greg Silver, holds a CFA charter and has a background in economic history and economics. He has no disciplinary events on record and does not receive additional compensation based on sales or referrals. Silver Advisors LLC does not participate in solicitation arrangements and does not receive economic benefits from non-client sources. Clients are provided with quarterly performance reports and have access to account information through the qualified custodian, Interactive Brokers. Silver has adopted a Code of Ethics and supervises its operations to ensure compliance with industry standards and regulations.