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 and separately managed accounts for individuals (including high net worth clients), trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s brochure emphasizes continuous investment counseling and portfolio management for long-only accounts and does not describe offering standalone financial planning reports or services. The firm’s investment process centers on fundamental equity analysis, long-term holding periods, and a balanced use of common stocks, fixed income, mutual funds, and ETFs, with portfolios tailored to client objectives, restrictions, and tax considerations and reviewed in weekly investment committee meetings. For clients with concentrated equity positions, NRS may establish a designated sleeve managed by an unaffiliated subadviser that implements options-based collar and other hedging strategies, and the brochure details the additional subadvisory fees and tax and liquidity risks associated with those strategies. Compared with many peers, NRS manages roughly $2.0 billion of regulatory AUM with a small advisory team, producing a relatively high AUM-per-advisor profile, and maintains a generally high account minimum policy described in the brochure. The firm also discloses it may compensate third parties for client referrals (a paid-referral/endorsement-type arrangement), and it delegates certain hedging sleeves to unaffiliated subadvisers while expressly disclosing the attendant costs, execution, and tax risks.
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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 13
| |
New York, NY
| 12
| |
New York, NY
| 5
| |
New York, NY
| 6
| |
New York, NY
| 13
|
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