A complete list of active advisors currently associated with Jie Shen, CFA

Warmer can help you find a great advisor at Jie Shen, CFA or one who fits your needs even better.

The firm provides investment advice and portfolio management services to individual clients and generally requires a minimum aggregate asset size of $500,000 to open or maintain an account. The adviser operates as a sole proprietor and, according to the brochure, reported no assets under management as of the filing date. The investment approach emphasizes long-term strategic asset allocation across equity and fixed-income asset classes, informed by macroeconomic and fundamental research, periodic rebalancing, and occasional short-term tactical positions. Portfolios exclude illiquid investments, are managed on a non-discretionary basis, and client accounts are reviewed at least quarterly with annual meetings preferred. A notable feature of the firm is its organization of investment education seminars to help clients understand investment principles and risks, an offering that the brochure highlights and that is uncommon among peers. The principal is a CFA charterholder who provides fee-only advisory services, does not custody client funds, and maintains full-time employment outside the advisory business.

To learn more about the advisors currently working at Jie Shen, CFA, 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.