A complete list of active advisors currently associated with Shellman Investment Management, LLC

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

Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm implements client strategies through model portfolios using mutual funds, exchange‑traded funds, and international investment company equivalents. The firm’s investment approach emphasizes long‑term asset allocation as the primary driver of returns and uses JP Morgan’s Long Term Capital Market Expectations to construct 8–10 strategic allocations that are memorialized in a signed Investor Profile. Shellman does not select individual securities; it combines passive ETFs and selected active managers (whose primary analysis is fundamental) and monitors and rebalances accounts on an ongoing basis. Noteworthy for a firm of its size, Shellman operates alongside an affiliated foreign investment adviser that primarily serves non‑U.S. clients and refers some clients to the U.S. adviser under a disclosed promotor/revenue‑sharing arrangement. The firm also maintains multiple institutional custodial relationships, accepts accounts introduced through an introducing broker‑dealer, and has operational practices (for example, treating cash as an asset class and consolidating fee deductions across custodians when necessary) to address cross‑custody and international client situations.

To learn more about the advisors currently working at Shellman Investment 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.