Silver Thread Investments, owned by Brian Burgan, offers money management services. Brian uses fundamental, quantitative, and technical analysis to select investments, primarily stocks and bonds. Portfolios are tailored to each client's financial goals, investment objectives, and risk tolerance. The firm focuses on building core long-term portfolios and making adjustments based on market trends and changes in client objectives.
Assets Under Management$3M
Clients9
Advisors1
Avg. per Client$330K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Silver Thread Investments does not charge a fee for its services. Services are provided free to family members and friends.
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