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Headquarters

11516 Miracle Hills Drive, Suite 100
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

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
Silverstone Group

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  • 401(k) and 403(b) Advisory
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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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Services

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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Team

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.

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Private 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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Services

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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Team

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.

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About 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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News

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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Disclosures

Investment Advisory Services offered through SilverStone Asset Management Inc. SilverStone Asset Management and SilverStone Group are independently owned. This website is related to SilverStone Asset Management unless otherwise noted in the disclosure. Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned. Check the background of this Firm and/or investment professional on adviserinfo.sec.gov.

For important information related to SilverStone Asset Management, refer to the SilverStone Asset Managements' Client Relationship Summary (Form CRS) by clicking here.

SilverStone Asset Management (“SSAM”) is an investment advisor registered with the Securities and Exchange Commission located in Omaha, Nebraska.   SSAM and its representatives are in compliance with current filing requirements imposed upon registered investment advisers by those jurisdictions in which SSAM maintains clients. SSAM may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SSAM’s web site is limited to the dissemination or general information pertaining to its advisory services, together with access to additional investment related information, publications and links. Accordingly, the publications of SSAMs’ website on the Internet should not be construed by any consumer and/or prospective client as SSAM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SSAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SSAM, please contact the SEC or the state securities regulators for those states in which SSAM maintains a notice filing. You may obtain a copy of our ADV Part 2A Disclosure Brochure containing similar information by sending a written request to SilverStone Asset Management, Attn: Chief Compliance Officer, 11516 Miracle Hills Drive, Omaha, NE 68154. SSAM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to SSAM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for the convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SSAM), will be profitable or equal any historical performance level(s).

Certain portions of SSAM’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provided access to, SSAM (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SSAM or from any other investment professional. SSAM is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation.

Ranking and/or recognition by unaffiliated rating services and/or publications should not be constructed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SSAM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be constructed as a current or past endorsement by SSAM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to the SSAM web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from SSAM, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to their access to SSAM’s web site, to release and hold harmless SSAM, its officers, owners, and employees from any and all adverse consequences resulting from any of their actions and/or omissions which are independent of their receipt of personalized individual advice from SSAM.

Business Continuity Plan Customer Disclosure
SilverStone Asset Management Inc. has developed business continuity plans to address the possibility of a significant business disruption. Plans are reviewed and updated on a periodic basis. Should an event occur that hinders our ability to conduct normal business operation, SSAM has secured remote locations to resume critical business operations within a reasonable period of time. Should business functions be interrupted by the loss of a primary business facility, associates and/or “work” would be relocated to an alternate site. In the event of a systems loss, applications would be redirected to our primary recovery location, which could be an alternate facility or a remote recovery service provider. The hierarchical structure of SSAM’s recovery plans includes the ability to address incidents that are facility, city, state or regional in nature.

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© 2021 SilverStone Asset Management. All rights reserved. Investment Advisory Services offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned. This website is related to SilverStone Asset Management unless otherwise noted in the disclosure. Designed and developed by david day associates.