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
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…
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…