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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

01/28/2019

Q4 2018 Quarterly Letter

General Commentary By any measures Q4 2018 was the most turbulent, volatile and financially challenging period since 2011. From its peak in early October, to the lows in late December, the SP-500 Index declined a little over 20%. The damage was far more extensive…
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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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