SILVIS FINANCIAL

Overview

Silvis Financial is an independent registered investment adviser organized as a limited liability company that works primarily with individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee model is flexible — percentage of AUM plus hourly and fixed-fee engagements — which supports both ongoing portfolio management and project-based planning work. Investment activity is tilted toward public equities: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Silvis Financial operates as a capital allocator, routing client capital to external managers where appropriate and using separate managed accounts and pooled vehicles as needed. The firm identifies as an active ESG investor, integrating environmental, social and governance considerations into manager selection and security/ETF choices. Silvis Financial's client base and service mix suggest a boutique, high-touch model: a small number of clients with relatively large average balances, customized portfolios, and use of third-party managers for specialty exposures and alternatives.

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Location & Offices