Advisor at Silk Investment Advisors
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Firm
Silk Investment Advisors
Location
Medfield, MA
Credentials
Series 63, Series 65
Industry experience
18 years
Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.
Based on Silk Investment Advisors
1.8% annually
Account minimum: $50,000
Medfield, MA
Massachusetts
C. Silk And Sons
2011 - Present (15 years)
Delta Equity Services Corporation
1998 - Present (28 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Series 65
Wayland, MA
Levin Financial Planning
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
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