A complete list of active advisors currently associated with Shutzer Investments, LLC

Warmer can help you find a great advisor at Shutzer Investments, LLC or one who fits your needs even better.

Shutzer Investments, LLC provides ongoing portfolio management and institutional consulting, preparing a written Investment Policy Statement for each client and offering implementation and regular monitoring. The firm reports managing approximately $21 million across 18 client relationships and serves individuals, high‑net‑worth individuals, and institutional clients. The advisor uses a mix of fundamental, technical, and cyclical analysis and typically manages client accounts on a discretionary basis, documenting risk tolerances and investment objectives in each client’s Investment Policy Statement. Its stated trading toolbox includes short‑term trading, short sales, margin transactions, and options writing, with account reviews performed at least biannually. Noteworthy for a firm of its size, Shutzer Investments combines a relatively small client base with the use of higher‑risk strategies (short sales, margin and options) and also offers institutional consulting alongside individual wealth management. The brochure discloses standard compliance controls — a written Code of Ethics, proxy voting left to clients, no disciplinary history, and customary custody arrangements with third‑party custodians.

To learn more about the advisors currently working at Shutzer Investments, 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
Robert Shutzer	San Francisco, CA	24

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