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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2011
- Office Locations
- 1
Office Locations
About Silk Investment Advisors
Silk Investment Advisors is a Medfield, MA RIA led by Marc Silk, managing individual portfolios using the proprietary Cash Rich Fallen Angel (CRFA) strategy—research-driven stock selection focused on severely declined, undervalued companies with strong cash balances and potential turnarounds, complemented by options and tactical entry timing. The firm emphasizes independent research with no investment banking relationships and custodies client accounts at TD Ameritrade Institutional; the approach traces to Charles Silk, profiled by Peter Lynch in Worth (1994).
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Investment Vehicles
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Owner & Executives
MARC BERMAN SILK
Chief Executive Officer, Chief Operating Officer, Investment Advisor
- CRD
- #2476761
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,236,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,236,478 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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