A complete list of active advisors currently associated with Caritas Investment Advisors LLC

Warmer can help you find a great advisor at Caritas Investment Advisors LLC or one who fits your needs even better.

Caritas provides discretionary investment supervisory services and individual portfolio management to a mix of private and institutional clients. Its stated client types include individuals as well as charitable organizations, corporate non‑profits and for‑profits, college and university endowments, and public pension plans. The firm emphasizes low‑cost, index‑oriented implementation using low‑expense ETFs and Schwab Institutional custody and reporting, with accounts monitored continuously and reviewed at least quarterly. Tactical elements described in the brochure include covered‑call option writing to moderate downside risk and a blend of quantitative, fundamental and technical analysis within an asset‑allocation framework. What distinguishes the firm from many small independent advisers is the principal’s licensure and affiliation with a real‑estate broker, a relationship the firm discloses and manages through written conflict‑of‑interest procedures. It is also uncommon for a solo adviser of this size to expressly manage institutional and pension‑type accounts alongside individual and charitable clients.

To learn more about the advisors currently working at Caritas Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lionel Shaw	San Francisco, CA	29

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