We provide investment management for any account size - from individuals to small institutions

We have a variety of portfolio options that give you a blueprint for investing that's based on you risk tolerance. We give you a comprehensive asset allocation that blends your needs with your desires and that also minimizes your fear of loss.

Our model portfolios sit at the bottom of the stack. They are designed to provide as much return as possible for each risk category. We assemble each portfolio with an eye on the overall cost borne by our clients, including our fees, and the performance of the underlying securities. Most of our clients can, with our help, choose one or more of these models and feel confident that they are invested appropriately for their stage in life and their risk preferences.

If you want a more customized approach, we will build a portfolio that meets your needs. We will start by taking one or more of our portfolios and building in other products depending on your desires. We can determine a strategy comprised of market based alternatives, actively managed funds, and more. This route may add to the cost, but as always, we try to keep a lid on that.

For our clients with complex financial situations, very large asset levels or significantly high risk appetites, we offer completely custom choices. These can include alternative investments, illiquid securities and any number of other vehicles. These strategies are designed with highly specific goals in mind and are not for everyone.

Whether you have a few errant 401Ks or multiple taxable and non-taxable accounts together we can assemble the right set of investments for you.

Financial Consulting

Do you have a smaller project in mind? We will work with you to find a solution

If you have questions about a specific financial need or product, Shelter Cove Capital will give you the answers you need on a project basis.

Are you concerned that you won't have enough money to fund your children's college? Would you like to have a more complete picture of your financial life, but aren't sure where to start? Maybe you think that the real estate market is starting to look attractive and you would like to buy an investment property, but aren't sure how much to pay or if you can afford it. We'll do the analysis and give you an accurate assessment of your finances.

Is your wealth highly concentrated? We can help you find ways to diversify your assets and lower your exposure to a single holding.

Shelter Cove Capital will also help you value a specific asset. If you have a business that you are interested in buying or selling, let us help you find an appropriate price range for it.