About Silver

Silver makes investment firms shine.​

Our stringent, yet practical, approach reflects Silver’s roots in regulatory compliance rigor and investment firm business realities. Combining industry expertise and innovation savvy, Silver provides customized advice to each client.

 

Silver was founded on my conviction that success under regulator examination and investor due diligence requires both preparation and customization, not blind adoption of best practices. Every Silver professional is expected to integrate with clients and intuitively consider the direct and indirect business impact of each client's compliance with specific regulations and investor demands.​

Founding Principles

Position firms to cross registration milestones​

Silver gets to know a client quickly and takes ownership. We recognize the importance of genuinely understanding a firm, following through on deliverables and anticipating issues. Silver takes on the heavy-lifting, carrying out the routine and most time-consuming tasks, and always probes for future implications.

We calibrate best practices with business realities. Experience guiding a variety of investment firms allows Silver to innovate and find approaches for each client that are in line with best practices, yet are sustainable. We test for both process gaps and process inefficiencies.

Silver is an extension of each client’s team and acts as their bank of deep technical and market knowledge. We take extra steps to simplify complexities and keep clients “in the know” with concise explanations of our advice and the relevance of industry developments.

Culture and Core Values

At Silver’s core is our drive to inspire client confidence by providing excellent work and exceeding service expectations

We take pride in playing an integral role in our clients’ businesses and approaching their issues with a “let’s make it work” attitude.

Silver is committed to treating each client individually. Knowing clients rely on us for the answer that is right for them, Silver strives to provide customized advice they can incorporate into day to day operations and patient explanations of how we got there.

At Silver, valuing each other and our clients is paramount. We promote frequent, open dialogue in a safe space where the Silver Team and our clients can be heard, ask questions and express concerns. We believe this collaborative environment is critical to our success as a firm and as an advisor.

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