Headquarters
11516 Miracle Hills Drive, Suite 100
Omaha, NE 68154
800.288.5501 · 402.964.5400
402.964.5454 fax
info@ssgi.com
Omaha, NE 68154
800.288.5501 · 402.964.5400
402.964.5454 fax
info@ssgi.com
Council Bluffs, Iowa
300 West Broadway, Suite 200
Council Bluffs, IA 51503
888.551.4467 · 712.325.1717
712.329.3131 fax
info@ssgi.com
Council Bluffs, IA 51503
888.551.4467 · 712.325.1717
712.329.3131 fax
info@ssgi.com
Sioux Falls, South Dakota
1300 West 57th Street, Suite 101
Sioux Falls, SD 57108
866.897.2459 · 605.332.3882
866.427.6568 fax
info@ssgi.com
Sioux Falls, SD 57108
866.897.2459 · 605.332.3882
866.427.6568 fax
info@ssgi.com
401(k) and 403(b) Advisory
Our team has more than 80 years of experience
and acts as an Advisor in a Co-Fiduciary capacity with the Plan Sponsor. SilverStone Asset Management can take on many of the roles and responsibilities required of the Fiduciary, placing our clients in a better position to run their business.
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Our firm has been specializing in the retirement plan market for nearly 25 years.
We believe we bring a focused perspective to our clients – While many advisors dabble with retirement plans – this is our area of expertise and is what separates us from many other financial professionals.
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Our team has more than 80 years of combined
defined contribution experience. With our knowledge of investment advisory services, plan administration and compliance, we become a single point of contact for our clients.
Learn MorePrivate Wealth Management
We believe investing is a key component
of private wealth management. It involves an active dialogue throughout a client’s lifetime and is a dynamic process from the very beginning.
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Our goal is to provide services that adapt to the changing needs of our clients.
From accumulation strategies to distribution strategies during a client’s financial life, we offer custom solutions to address client needs. When making investment suggestions, we first define the overall family allocation objective. Once defined, we make specific suggestions on an account-by-account basis in order to construct a tax-efficient allocation with the overall family allocation objective.
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Our experienced team of professionals is
here to help our clients sort through a multitude of financial questions, identify potential solutions and develop a plan to help them realize their financial goals. We value continuing education and routinely attend various conferences to confirm that our advice is both current and keeping up with the industry standards.
Learn MoreAbout Us
Our Firm has specialized in investment advisory and planning services for
investors and corporate retirement plans since 1992. SilverStone Asset Management, an independent Registered Investment Advisory (RIA) firm, was established in 2004 by its principal owner, SilverStone Holdings Incorporated. SilverStone Asset Management was registered with the Securities and Exchange Commission in 2012.
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We don't ever want our clients to feel like they are "out of the loop."
As experts in the marketplace, it's our job to cut through the clutter to provide the knowledge and guidance needed to move an organization toward greater success.
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