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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.

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First Glance

$210M

Firm Assets

2002

Inception

36

Client Relationships

9.5 Years

Average Client Tenure

The Latest

07/25/2013

Q2 2013 Quarterly Letter

Performance – Semi-annual Review During the first six months of 2013 our Equity accounts advanced approximately 14.5% and our Balanced accounts increased approximately 10.5%. This compares to a total return of 13.8% for the S&P 500 and -2.4% for the Barclays Aggregate Bond index….

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04/22/2013

Q1 2013 Quarterly Letter

Companies in Transition: Price vs. Fundamentals Opportunities to purchase undervalued investments often occur when businesses embark on meaningful and lengthy transitions. Unlike most investors, we have never shied away from situations which require us to roll up our sleeves and engage in a little…

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