A complete list of active advisors currently associated with Neville, Rodie & Shaw Inc

Warmer can help you find a great advisor at Neville, Rodie & Shaw Inc or one who fits your needs even better.

Neville, Rodie & Shaw provides discretionary and non‑discretionary investment management to individuals (including high net worth clients), trusts, foundations, endowments, charitable organizations and qualified retirement plans. The firm manages long‑only, separately managed accounts for roughly 320 clients and typically operates with a $1 million account guideline. Investment decisions are driven by fundamental, company‑level analysis with a long‑term, buy‑and‑hold orientation, combining common stocks, fixed income and cash equivalents to construct diversified, balanced portfolios. Portfolio managers meet weekly to review holdings and the firm’s watch list, and accounts are managed with attention to client‑specific restrictions and tax considerations. Compared with peers, the firm is distinctive for its combination of roughly $2.0 billion in regulatory assets under management and a relatively small group of six employee‑owners/portfolio managers, concentrating responsibility for investment oversight and sometimes resulting in differing implementation timing or performance across managers. The firm generally leaves proxy voting to clients, participates in Fidelity and Schwab institutional programs that provide research and operational services, and preserves legacy client arrangements and negotiated exceptions for special holdings.

To learn more about the advisors currently working at Neville, Rodie & Shaw Inc, 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.