Are you tired of the biased, commission-based sales culture of national firms?
Are you a conservative investor but looking beyond ETFs and index funds?
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.
First Glance
$210M
Firm Assets
2002
Inception
36
Client Relationships
9.5 Years
Average Client Tenure
The Latest
Q4 2014 Quarterly Letter
After achieving strong returns in 2013 (+34%), our performance this past year significantly underperformed the S&P 500 and our own internal expectations. Our Equity accounts returned -1.43% for the year compared to a positive 13.7% return for the S&P 500, and our Balanced accounts…
Q3 2014 Quarterly Letter
As recently as three months ago we wrote to you about the lack of investment opportunities due, in part, to the extremely low level of volatility. We went on to write that, “despite geopolitical turmoil and economic uncertainty, the stock market continues to exhibit…