The trick of successful investors is to sell when they want to, not when they have to. Seth Klarman
Silver Oak Capital
SOC is backed by seasoned bankers with more than two decades of industry experience in banking and wealth management.
Our differentiator is that we don’t just sell products, we arrive at solutions for our clients. And we don’t stop there. We educate our clients about the product so that there is no misalignment in the future.
Transparency and integrity are the keys to build trust and we follow them to a T.
15 Years of Experience
It’s not only choosing the right fund for investment in the first place, but it’s also the right time to exit from a fund is as important. Because, A fund may not live up to expectations forever, Exiting is an art, and believe us we are good at it. We too often hear from clients that “every wealth manager recommends investing, but they don’t tell us when to exit”. So, we carefully understand the needs of our clients and execute it. We act as our client’s wealth navigator.
We create a financial plan keeping in mind the client’s best interests; this plan is based on the
information gleaned by you in our meeting with you. Writing
a plan is a must to avoid potential conflicts. A goal without a plan is just a wish.
