A complete list of active advisors currently associated with Shepherd Street Advisors

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

Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, foundations and charitable organizations. The firm offers customized portfolio construction and ongoing supervision, and can implement advice through unaffiliated independent managers or by arranging held‑away participant account access via the Pontera platform. Portfolios are built from individual equities, low‑cost mutual funds, ETFs, bonds and options, with Shepherd Street applying fundamental, technical and charting analysis and generally favoring a long‑term orientation while permitting shorter‑term trading for rebalancing or tactical needs. The firm’s disclosure specifically notes the use of derivatives (including options strategies) within separately managed accounts as a component of implementation and risk management. What is distinctive relative to many peers is the firm’s combination of complementary educational seminars on personal finance and explicit, documented use of derivatives in client accounts—features the brochure flags and that are less common among supported advisors. The firm also emphasizes participant account management via third‑party access, oversight of independent managers, and a percentage‑of‑assets compensation model while managing roughly $126 million for a relatively small number of client relationships.

To learn more about the advisors currently working at Shepherd Street Advisors, 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.