A complete list of active advisors currently associated with ShellCrest Financial LLC
Warmer can help you find a great advisor at ShellCrest Financial LLC or one who fits your needs even better.
ShellCrest Financial LLC is a registered investment adviser that provides investment management, financial planning, and retirement plan consulting to institutional-type clients such as pension and profit-sharing plans, charitable organizations, and business clients. The firm offers both ongoing and project-based financial planning alongside continuous advisory services for client assets and plan sponsors. The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, and it may use outside investment managers or platforms to implement portfolios while retaining responsibility for ongoing monitoring and suitability. ShellCrest accepts discretionary authority to trade on behalf of clients and will work with custodians and outside managers to execute and review investment programs. Compared with many peers, ShellCrest highlights pension consulting and retirement-plan advisory services and states that it will act in a fiduciary capacity for ERISA-covered plans, a service line that is less common among similar investment-manager firms. The firm also routinely recommends and selects other advisers or outside managers and offers project-based engagements billed on an hourly or fixed basis, which are both atypical features for firms in this category.
To learn more about the advisors currently working at ShellCrest Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Middleton, WI
| 7
|
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