A complete list of active advisors currently associated with Shepherd Investment Management

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

Shepherd Investment Management provides fee‑based portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and other entities, managing roughly $3.18 million across a small number of accounts as a single‑advisor practice. Like many independent advisors, it charges asset‑based fees and primarily delivers discretionary portfolio management for individual clients. The firm employs a long‑term, fundamental, long‑only approach with a Growth‑at‑a‑Reasonable‑Price discipline, emphasizing global technology and adjacent sectors and focusing on durable competitive advantages and long‑term free cash flow growth. Portfolios are constructed as high‑conviction, optimized allocations informed by proprietary research and scenario analysis, with flexibility to use ETFs, options and U.S. Treasuries and to tailor holdings to each client’s objectives and restrictions. Distinctive features include the firm’s willingness to provide portfolio management for institutional clients despite its small, single‑advisor size and modest regulatory AUM, and the existence of a related non‑operating entity that could sponsor a private fund in the future. The firm also recommends a particular custodian, may receive broker‑provided research, and leaves proxy voting authority with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Shepherd Investment Management, 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.