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Christi S

Series 65

Knoxville, TN

Shell Capital Management, LLC

Christi Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding a Series 65 designation with 14 years of industry experience. She has been with Shell Capital Management since 2011. Shell Capital Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations through discretionary portfolio management, utilizing quantitative, algorithmic investment strategies focused on trend-following, relative strength, and active risk management. The firm operates a wrap-fee separately managed account program and also acts as a model manager and sub-adviser to other registered investment advisers.

Active portfolio management Tax-loss harvesting Private / alternative investments
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Michael S

Series 63, Series 65

Knoxville, TN

Shell Capital Management, LLC

Michael Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Shell Capital Management since 2004. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts through separately managed accounts. The firm uses quantitative, rules-based investment systems focused on directional price trends and active risk management, serving clients primarily through its ASYMMETRY Investment Program and as a model manager for other advisers.

Active portfolio management Tax-loss harvesting Private / alternative investments
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