A complete list of active advisors currently associated with Shine Financial Services, LLC
Warmer can help you find a great advisor at Shine Financial Services, LLC or one who fits your needs even better.
Shine Financial Services provides personalized portfolio management, selection of other advisers, sub‑advisory services, and general investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations and pooled vehicles. The firm also sponsors and solicits investors to a private pooled investment vehicle (Diversified Growth Fund, LLC) that is offered to sophisticated, qualified investors. Advisory relationships can be discretionary or non‑discretionary and are tailored to clients’ stated objectives and risk tolerances, using a mix of fundamental and technical analysis, long‑ and short‑term trading, options and short sales where appropriate. The firm integrates manager selection and sub‑advisory arrangements into some client solutions and, for qualified clients, may enter into performance‑based fee arrangements as part of its compensation options. What is noteworthy about this firm compared with many peers is its role as managing member and investment adviser to a private fund and its provision of portfolio management for pooled vehicles, together with the use of performance‑based fees — activities that are uncommon among similarly classified independent advisers and which the firm discloses and manages through written policies and periodic senior reviews. The fund follows a rules‑based strategy that shorts ETFs to fund equity allocations to top‑ranked U.S. large‑cap growth stocks and generally maintains near‑full net long exposure (with the ability to hold cash or treasuries in volatile markets), which is a distinct investment approach relative to typical retail advisory practices.
To learn more about the advisors currently working at Shine Financial Services, 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 |
|---|---|---|
Brookfield, CT
| 19
|
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