A complete list of active advisors currently associated with Shapiro Asset Management, LLC

Warmer can help you find a great advisor at Shapiro Asset Management, LLC or one who fits your needs even better.

Shapiro Asset Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates and business clients. Portfolios are constructed using exchange-traded funds, individual stocks and bonds and may also include mutual funds, U.S. government bonds and cash. The firm's investment approach is primarily long-term with a focus on mid- and large-cap equities, using fundamental filters and technical analysis to select securities while managing risk through asset allocation and diversification. It rebalances and may execute shorter-term trades to harvest gains or meet client cash needs, relying on third-party research, company reports and public financial media. Managing roughly $50 million for about 30 clients, the firm offers portfolio management to business and other institutional clients — a service that is less common among similar independent advisors. The firm operates on a fee-only basis, does not accept custody or participate in soft-dollar arrangements, and the principal typically co-invests by purchasing the same equities contemporaneously with client accounts.

To learn more about the advisors currently working at Shapiro Asset Management, 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.