Silveroak Investments, LLC

Overview

Silveroak Investments, LLC is a boutique advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model that combines percentage-of-AUM and fixed fees and appears to favor equity-oriented solutions, with a strong tilt toward exchange-traded securities. Its client base is primarily individual and family investors rather than institutional plans, and the firm does not position itself as a pension consultant or a multi-state ESG specialist. Silveroak reports using third‑party managers for alternatives, specifically real estate, and also places assets in mutual funds as part of its construction toolkit. Custody is centralized at Charles Schwab & Co., Inc., which is the primary broker-dealer relationship supporting trading, reporting and settlement.

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Location & Offices