Experienced
The team at Silverleafe has over 60 years of experience in the financial industry and has earned the highest designations in their fields including CIMA®, CFA®, and CFP®.
Independent
We are not affiliated with any broker dealer, nor do we accept commission compensation or third party remuneration. Silverleafe Capital Partners, LLC works solely for our clients.
Unique
We have fewer, more substantial relationships creating a low client-to-advisor ratio which allows us to dedicate our time to understanding the needs and expectations of each client.
Silverleafe Capital Partners, LLC is an employee owned boutique investment management firm established in Memphis, Tennessee by Dan Patterson in 2004. It was Dan’s 10-plus year experience at a major brokerage firm which led him to create an independent, fee-only registered investment advisor (RIA) that operates as a fiduciary for clients. As a firm focused on client interests, we are not affiliated with any broker dealer, and we do not accept commission compensation or third party remuneration. Silverleafe Capital Partners, LLC works solely for our clients.
We believe that our team approach, investment management and financial planning philosophies are what make our firm unique. The team has over 60 years of experience in the financial industry and has earned the highest designations in their fields including, Certified Investment Management Analyst, Chartered Financial Analyst, and CERTIFIED FINANCIAL PLANNER ™.
Our clients have complex wealth profiles, all which make them unique. We have fewer, more substantial relationships creating a low client-to-advisor ratio which allows us to dedicate our time to understanding the needs and expectations of each client. All clients have direct access to our firm’s decision makers and investment rationale. A partnership with Silverleafe provides our clients a conflict-free relationship built on trust, transparency and integrity.