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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

04/20/2017

Q1 2017 Quarterly Letter

We are pleased to report continued positive performance across our strategies during the first quarter of the year. Before we dive into the details, we thought it would be worthwhile to review the competitive advantages of our investment strategy. While we have addressed this…
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01/20/2017

Q4 2016 Quarterly Letter

We are pleased to report that during 2016 our Equity accounts returned 9.9% for the year compared to a positive 12.0% return for the S&P 500, and our Balanced accounts returned 11.0% compared to a positive 7.5% return for the benchmark (which is weighted…
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