Shell Capital Management, LLC

Shell Capital serves high‑net‑worth individuals, trusts, pension and profit‑sharing plans, estates, and charitable organizations by providing discretionary portfolio management through its ASYMMETRY Investment Program and separately managed accounts. The firm offers that program as a wrap‑fee sponsor to direct investors and also acts as a Model Manager/sub‑adviser to other registered investment advisers.

Investment decisions are driven by quantitative, algorithmic systems that emphasize trend‑following, relative strength, and active risk management with an absolute total‑return objective; the ASYMMETRY Global Tactical model trades an unconstrained, exchange‑traded securities universe and typically holds several multi‑market positions or may move to cash as trends change. Shell Capital also supports client customization and tax management — for example, security‑exclusion filters (including avoidance of K‑1‑producing instruments) and ten automated tax‑lot selection strategies.

Noteworthy for a firm of its type, Shell Capital combines operating a wrap‑fee separately managed account program with serving as a model manager/sub‑adviser via platforms such as Goldman Sachs Advisor Solutions, a structure in which it may not have direct contact with the underlying adviser’s clients. The firm generally targets high‑net‑worth accounts (a typical $1,000,000 minimum, negotiable) and manages portfolios primarily with exchange‑traded instruments on a wrap‑fee only basis.