OUR SERVICES
INVESTMENT MANAGEMENT
At Silverleafe, we distinguish between volatility and risk. Market volatility is associated with economic expansions and the shorter-term oscillation of the market within a longer-term upward trend (i.e. bull markets). As long as our economy is expanding, our clients understand and accept there will be volatility associated with the markets.
Market risk typically occurs during recessionary economic conditions which can lead to larger, longer negative return periods (i.e. bear markets). These are the risks to our clients’ prosperity since their wealth maintains their lifestyles. When the probability of a recession increases, we utilize a proprietary methodology to determine if we should begin to reduce risk by liquidating assets.
It is the differentiation between market volatility and risk which distinguishes Silverleafe from its peers.
OUR EXPERTISE
We manage volatility differently than most. When risk threatens prosperity, we act. Our recession aware process helps protect lifestyle driven wealth through disciplined, proactive derisking, not passive waiting.
Speak to our trusted advisors, call our team on (901) 259-3345 or use our contact form below and one of our team will be in touch to discuss your goals.
CLIENT TESTIMONIAL
“They understand my mindset and what it’s like to build something from the ground up and look to protect it. Their advice is grounded, never rushed, and always honest.”
“We’ve worked with Silverleafe for over a decade. They understand our family’s unique needs and have been instrumental in helping us preserve and grow our wealth across generations.”
“When we sold our family business, we needed guidance we could trust. Silverleafe handled everything from reinvesting the proceeds to helping us plan for future generations.”