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

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

Shehu Asset Management, LLC provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations and corporations, and also offers pension consulting services. Portfolios typically include equities, exchange-traded funds and derivatives such as options, and services are tailored to each client’s demographics and risk tolerance. The firm manages client assets on a discretionary basis and employs proprietary modeling tools to determine position sizes, risk parameters and entry/exit time frames, with risk for each trade defined prior to entry to limit exposure to any single position. Account activity is reviewed in real time, trading and reporting are conducted through Interactive Brokers as custodian, and the firm states it does not accept commissions or soft-dollar benefits from its custodian. Noteworthy features include providing portfolio management to institutional and pension clients and offering pension consulting—services that are relatively uncommon among independent advisers—while operating with a small client base and modest assets under management, which may allow for more individualized oversight. The brochure discloses an Acceptance, Waiver and Consent involving an employee in June 2022; the firm reported the matter was consented to without admitting or denying the findings.

To learn more about the advisors currently working at Shehu 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.