A complete list of active advisors currently associated with Shuttleworth & Company

Warmer can help you find a great advisor at Shuttleworth & Company or one who fits your needs even better.

Shuttleworth & Company provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and nonprofit organizations. The firm manages roughly $173 million in discretionary assets and also advises clients on retirement plan rollovers and the management of held‑away accounts. The firm follows a balanced, long‑term investment approach that combines fundamental and technical analysis while allowing tactical adjustments as market conditions warrant. For concentrated equity positions it may employ options‑based strategies such as cashless collars (selling covered calls and purchasing protective puts), and it conducts regular account reviews with ongoing client communication. Shuttleworth & Company uses client testimonials in its advertising, a practice that is uncommon among peer firms. It also emphasizes professional credentials on its team (including CFA, CPA, ChFC and CLU designations), maintains written succession arrangements, and offers third‑party platform services to manage held‑away employer retirement and college‑savings accounts without assuming custody.

To learn more about the advisors currently working at Shuttleworth & Company, 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.