Platinum ‘s Analytics engine
How does the advisor help clients – Key Takeaways:
Silverbrook Investment Advisors, Inc. is a financial advisory firm that focuses on providing personalized and comprehensive investment solutions for its clients. They are dedicated to helping their clients achieve their financial goals and secure their future through sound financial planning and investment management strategies. Some key takeaways of how the advisor helps clients are:
- Offers customized portfolio management services tailored to each client’s unique financial situation and risk tolerance
- Provides access to a wide range of investment options, including mutual funds, stocks, bonds, and alternative investments
- Strives to deliver consistent returns while actively managing risk
- Offers financial planning services to help clients understand their financial goals and develop a plan to achieve them
- Regularly communicates and provides updates to clients on their portfolio performance and any changes made to their investment strategy
Facts and Insights
As of 2021, Silverbrook Investment Advisors, Inc. has $1.2 billion in assets under management, with a team of 12 experienced financial advisors. The firm has been in business for 15 years since its founding in 2006. Their team of financial experts has a combined industry experience of over 100 years, providing clients with the knowledge and expertise to navigate the constantly evolving financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $1.2 billion | 12 |
Financial Services Offered
Silverbrook Investment Advisors, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance solutions
Client Types
The firm serves a diverse client base, including individuals, families, and businesses. They work with clients of all ages and at various stages of their financial journey, from young professionals just starting to build wealth to retirees looking to preserve and manage their assets. The advisors at Silverbrook have the expertise and resources to cater to the unique needs of each client and help them achieve their specific financial goals.
Fees & Compensation
Silverbrook Investment Advisors, Inc. charges a fee based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with their clients’ interests, as they aim to grow their clients’ wealth and increase their income. The firm also provides a clear breakdown of the fees charged for each service, creating transparency and trust with their clients.
Background
Silverbrook Investment Advisors, Inc. was founded in 2006 by a team of experienced financial advisors who saw a need for personalized, transparent, and independent investment advice that puts clients’ needs first. They have built a reputation for providing objective and unbiased financial advice, and their clients’ success is a testament to their commitment to upholding the highest standards of integrity and ethics.
Financial Advisor Disclosures to Know
Silverbrook Investment Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients at all times and are held to high standards of professionalism and ethical conduct. It is important to note that the firm has no disclosures or disciplinary actions on their record.
With a team of experienced financial advisors, a diverse range of services, and a commitment to always put their clients’ interests first, Silverbrook Investment Advisors, Inc. is a trusted and reputable financial advisory firm that strives to help their clients achieve true financial success.