A complete list of active advisors currently associated with Silpa Services LLC

Warmer can help you find a great advisor at Silpa Services LLC or one who fits your needs even better.

The firm provides discretionary investment advisory services to individual investors, including those who meet the regulatory definition of a "Qualified Client," and also serves as adviser to a private investment fund. It is currently in a pre-launch phase and reports no client assets under management at the time of this filing. The firm uses fundamental analysis to select publicly traded securities intended for long-term holdings and tailors advice to each client’s investment objectives and financial situation. It generally manages accounts on a discretionary basis, conducts monthly reviews of holdings, and provides quarterly account reports while requiring clients to use the broker-dealer selected by the firm for trade execution. Distinctive aspects include its role as a private fund adviser with fund offering documents governing certain client arrangements and fund operating expenses borne by the fund, a feature that is uncommon among similarly sized independent advisers. The principal’s technical doctoral education and ongoing software engineering work, together with formal policies such as a Code of Ethics, mandatory pre-clearance for personal trades, trade aggregation procedures, and a planned surprise-custodian examination, further differentiate the firm’s operational profile from many peers.

To learn more about the advisors currently working at Silpa Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.