LEGACY BUILT ON PURPOSE, NOT PRODUCT
OUR STORY
Founded in 2004 in Memphis, Silverleafe Capital Partners is an employee-owned fiduciary firm built on independent thinking and enduring client partnerships.
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 100 years of experience in the financial industry and has earned the highest designations in their fields including 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.
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.”
“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.”
“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.”