A complete list of active advisors currently associated with Shanzer Management
Warmer can help you find a great advisor at Shanzer Management or one who fits your needs even better.
The firm provides discretionary portfolio management and investment advice to individual investors, concentrating almost exclusively on no‑load and low‑load mutual funds. Clients complete a written Investment Strategy document to indicate objectives and risk tolerance, and portfolios are tailored to those written parameters with trading authority granted under a limited power of attorney. The investment approach favors a long‑term, largely fully invested stance with an emphasis on diversification across investment style, market capitalization, sector, and geography and a bias toward equities for total return. Portfolios blend actively managed mutual funds with a meaningful allocation to passive index funds, and the adviser manages risk by shifting fund allocations (including moving to more conservative funds during downturns) rather than moving to cash. Noteworthy distinctions include the firm’s very small scale—managing about $5.2 million in discretionary assets for three clients—which indicates a highly individualized practice run solely by the firm’s principal since 1995. The firm conducts monthly account reviews, provides quarterly performance and diversification reports, does not vote client proxies, and has no affiliations with other financial industry entities.
To learn more about the advisors currently working at Shanzer Management, 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 |
|---|---|---|
Westford, MA
| 31
|
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