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
Q1 2014 Quarterly Letter
There is a growing debate (some might say consensus) in the financial markets today regarding the possibility of a broad-based bubble in technology stocks. The evidence is compelling: sky-high valuations for certain companies, permissive use of non-standard valuation metrics, record breaking number of IPOs,…
Q4 2013 Quarterly Letter
We delivered strong returns in 2013 on both a relative and absolute basis. Our Equity accounts advanced 34.4% for the year compared to a 32.4% return for the S&P 500 and our Balanced accounts returned 23.1% compared to a 14.1% return for the benchmark…