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A Private Equity Investor In Public Markets.

The core focus of the Silver Oak Preservation Fund revolves around our debt-free framework, aimed at cultivating uncorrelated returns relative to the broader market. This is achieved through the integration of a diverse range of "alpha-value-seeking" public securities within the fund's portfolio. This strategy seamlessly supports the long-term objectives of our family office, placing strong emphasis on security, liquidity, and returns.


Additionally, the fund has developed its own proprietary API software, which has been  integrated with the S&P 500 Global Market Research. This integration plays a crucial role in facilitating informed investment decision-making, further underscoring the fund's commitment to strategic and well-informed choices.


MISSION


Our purpose is to be a family-owned, long-investment trust focused on publicly traded equities undergoing transformational change towards the new economy. We are equally committed to sharing free financial education while operating through our family founding principles: 


Honesty | Integrity | Loyalty | and Good Name

Neil A. Wilson Private Family Office: Not Available To Outside Investors. Neil is available for public speaking engagements and offers personalized services for designing investment portfolios tailored to High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals, charging a one-time fee of 1%.


Do you want to learn more about our fund?


Technical Manual For Silver Oak Fund L.P. (C) all rights reserved (pdf)

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What is an accredited investor ?

  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

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INVESTMENTS ARE:

NOT A DEPOSIT | NOT FDIC INSURED | MAY LOSE VALUE | NOT A BANK GUARANTEE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY  | 




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INVESTMENTS ARE

NOT A DEPOSIT | NOT FDIC INSURED | MAY LOSE VALUE | NOT A BANK GUARANTEE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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