Shri Advisors

Shri Advisors serves individual clients — including both high-net-worth and non-HNW households — through separately managed investment accounts and hourly investment consulting. The firm manages about $101 million in client assets across discretionary and non-discretionary mandates and typically accepts accounts starting around $100,000.

The firm uses a modern portfolio theory framework and implements several distinct strategies in individual accounts: a bottom-up value equity strategy, tactical asset-allocation using ETFs, and a long-term market-timing ETF model. Portfolios are actively rebalanced and allocation tilts are made based on objective valuations and trend signals, with the firm noting the transaction, liquidity, and tax considerations inherent in ETF-based and rebalancing strategies.

Distinctive features include a small, two-advisor team led by professionals with advanced statistical training and extended consulting and corporate backgrounds, and an exclusive focus on separately managed accounts rather than pooled vehicles. Shri Advisors operates on a fee-only basis, does not engage in soft-dollar arrangements or custody client assets, does not aggregate client orders across accounts, and relies on custodial brokerage statements rather than routine firm-generated written performance reports.