Jericho, NY Jericho Quadrangle Office

Shelter Rock Management provides discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and small businesses, and also serves as a sub‑adviser to other registered investment advisers. As of December 31, 2025 the firm managed approximately $232 million for roughly 134 clients across both discretionary and non‑discretionary accounts.

The firm operates as a fee‑only adviser and emphasizes asset allocation and security selection across a range of managed account strategies, including fixed‑income‑focused (Strategic Income), mixed conservative allocations, multiple equity strategies, alternative‑tilted SMAs, and customized accounts. Investment decisions rely on fundamental analysis (with occasional technical inputs), the firm does not engage in frequent trading, and accounts are reviewed at least quarterly with clients receiving performance reported in dollars and percentages.

Compared with many peers, Shelter Rock publicly advertises performance results and provides detailed performance reports to clients, a practice that is relatively uncommon among similar team advisers. The firm also combines traditional investment management with institutional‑type offerings — acting as an SMA sub‑adviser, providing 401(k) plan advisory services and engaging third‑party solicitors — and maintains differentiated minimums (for example, a $1 million minimum for its Strategic Income strategy).