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Unconventional Investingfor Serious Investors

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Are you tired of the biased, commission-based sales culture of national firms?

Experience the Difference

Are you a conservative investor but looking beyond ETFs and index funds?

Experience the Alternative

Carmel Capital Partners is the unconventional investment-centric firm designed for serious
investors who are looking for an alternative approach to investing.

Founded in 2002 by Russell Silberstein and Anthony Josephson.

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First Glance

$250M

Firm Assets

2002

Inception

28

Client Relationships

9.5 Years

Average Client Tenure

The Latest

10/23/2018

Q3 2018 Quarterly Letter

General Commentary It has indeed been a busy quarter. On September 16th we announced the acquisition of Messner & Smith, a San Diego based investment management firm. For the past 34 years Messner & Smith has been investing client assets with a value driven…
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08/13/2018

Q2 2018 Quarterly Letter

General Commentary After a turbulent first quarter the equity markets resumed their orderly weekly increases. Despite the growing threat of a large-scale trade war and increasing geopolitical uncertainty, the US equity markets continue to progress as if all is alright in the world. The…
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