Asset Management

Siler Financial Group specializes in discretionary, fee-based investment management for high net worth individual clients, estates, trusts, corporations, and retirement plans. We build lasting relationships with our clients that enable us to identify portfolio objectives that meet with their long term goals, income requirements, time horizon and risk tolerance.

At SFG, we utilize proven investment strategies based on a strong trading discipline and personal asset allocation. A top down approach allows us to focus on the business cycle and invest in those sectors that most benefit during any given phase in the cycle. Investment decisions are made with conviction after extensive evaluation through comprehensive, fundamental and technical research. This approach allows us to adapt portfolios to the ever-changing environments that are today's capital markets.

The fixed income components to our portfolios are second to none.  We search for the best income producing investments in the market place.  We look for the optimal balance point between yield and risk.  Often times we find higher yielding situations that will give our clients a consistent stream of income with little or no market volatility.

We employ five different portfolio strategies ranging from very conservative (income producing) to more aggressive (growth).  After an extensive interview with the client, we will determine together which portfolio combinations shall be used based on your needs, objectives and risk tolerance.  Portfolios typically consist of individual securities, exchange traded funds, no-load mutual funds and fixed income investments.