A complete list of active advisors currently associated with Sheikh Investments, Inc.

Warmer can help you find a great advisor at Sheikh Investments, Inc. or one who fits your needs even better.

Sheikh Investments, Inc. is an Ohio‑registered investment adviser with two Investment Adviser Representatives and reports $126,001,220 in assets under management for roughly 166 clients. The firm offers portfolio management on a non‑discretionary basis, along with financial planning and consulting, serving individuals, high‑net‑worth clients, trusts, pension/401(k) and profit‑sharing plans, charitable institutions, corporations, advisory firms and investment companies. Investment advice is delivered after in‑depth interviews and the development of an Investment Policy Statement, and IARs generally execute positions only following client consultation or written discretionary authority. The firm employs a mix of analytical methods — fundamental, technical, cyclical and volatility analysis, volume flows and back‑testing — and describes strategies focused on long‑term purchases, risk monitoring and selective option overlay strategies while noting it generally does not trade frequently. Noteworthy for a small, two‑advisor firm is the breadth of its institutional client mix: the ADV indicates it serves advisory firms and investment companies and includes less common institutional types such as other investment advisers, banking/thrift institutions, state or municipal government entities, insurance companies and sovereign wealth fund clients. The brochure also discloses that some principals hold insurance licenses and may sell commission‑based insurance products, a potential conflict the firm says it discloses and manages.

To learn more about the advisors currently working at Sheikh Investments, 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.