About Sivel Capital Management

Extensive wealth management experience — delivered with personal attention — is intended to provide our clients with confidence, knowing their Financial Advisor serves as a true partner in strengthening their families’ financial futures. Our advisors have a broad network of experts and resources, enabling them to deliver solutions designed to help build, protect, and pass on your wealth for generations to come.

WEALTH PLANNING

Integrate all facets of your wealth management needs with a customized wealth plan. We advise you every step of the way.

INVESTMENT MANAGEMENT

Build a customized investment strategy to reinforce your plan. Using goals-based planning, we develop your portfolio from a wide spectrum of risk-managed solutions.

FINANCIAL SOLUTIONS

We offer a wide variety of solutions to meet your individual circumstances and adapt to changing goals, ever changing market conditions, geo political circumstances and economic activity.

Jay Sivel, President and Chief Investment Officer

Helping clients achieve their financial goals and guiding his clients along the way is Jay’s life’s work and his passion. After working for Merrill Lynch as a Financial Consultant for six years, Jay decided his talents in the options and equity markets would better serve his clients in a smaller more personalized environment. In 1999, he left Merrill Lynch to start Sivel Capital Management, Inc.

Jay makes use of both fundamental and technical analysis in his research decisions, with an emphasis on technical factors. Capital preservation and income generation are his main focus in portfolio construction for his clients. Jay also uses various option strategies for protection and income generation within portfolios. Jay joined the US Navy after high school and served in the submarine service. After serving in the military, Jay continued his education and graduated from LaSalle University in Philadelphia with a Bachelor of Science degree in Finance and International studies. He is married and has three children. When Jay isn’t trading or studying the markets, he enjoys hunting, fishing, diving and riding motorcycles. 

Carl W. Endy, CPA, CFP®, MST

Carl takes pride in providing honest and objective advice and believes that communication and client education are key factors in helping clients achieve their financial goals. Carl has taken great pleasure in building many rewarding client relationships, on both a professional and personal level. Carl specializes in using his extensive professional background to create a complete planning perspective.  He has over ten years of experience developing financial plans, providing investment advice, and performing tax preparation and planning services.  After a successful tenure at a mid-sized local accounting firm, including five years in which he was the only staff member dually licensed in both the accounting and investment areas, Carl determined that a registered investment advisory firm would be the best platform from which to service his clients.

Carl’s education includes:
Drexel University, Master of Science in Taxation, 1995
University of Florida, Master of Arts in Finance, 1994
Temple University, Bachelor of Business Administration in Finance and Economics, 1992

Carl’s professional designations include:
Certified Public Accountant, 1999
CERTIFIED FINANCIAL PLANNER™ Certificant, 1996

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Required Minimum Distributions and what are they?

Retirement plan account owners are responsible for taking a required minimum distribution (RMD) from their retirement account, annually, after the account owner turns 72 years of age.* This process can be complicated depending on the type of account and assets...

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Sivel Capital Management, Inc.

4515 Winding Rd. New Tripoli, Pa 18066

610.220.7045

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WEBSITE DISCLAIMER
This website is a publication of Sivel Capital Management, Inc. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. You should always consult an attorney or tax professional regarding your specific legal or tax situation. 

​INVESTMENT STRATEGIES DISCLAIMER
All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that an investor's portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not guarantee better performance and cannot eliminate the risk of investment losses.