A complete list of active advisors currently associated with Shalom Global Capital Group LLC

Warmer can help you find a great advisor at Shalom Global Capital Group LLC or one who fits your needs even better.

Shalom Global Capital Group provides comprehensive portfolio management and financial planning to a small client base comprising high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Services include discretionary asset management, family office services with tailored planning, and the selection or oversight of third-party money managers when appropriate. The firm applies a multi-method investment process—covering fundamental, technical, quantitative, qualitative and cyclical analysis—and uses a broad set of strategies, including ETFs, alternative investments, structured products, leveraged ETFs, options (including covered calls), and short sales. Accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing, and portfolios can be customized to client objectives and restrictions. What is distinctive is the firm’s scale and client mix: it manages roughly $35 million across only five clients and imposes a $10 million minimum for its Family Office service, reflecting a highly concentrated, bespoke practice; serving charitable organizations is another uncommon feature for firms in this peer group. The firm’s routine use of complex and alternative investment strategies and its documented due diligence on third-party managers also stand out relative to similarly sized independent advisers.

To learn more about the advisors currently working at Shalom Global Capital Group 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.