About Shields
Shields Associates provides corporate and public retirement plans, endowments, foundations, and high net worth families with independent investment advisory services. We help organizations and individuals achieve their specific investment objectives through the timely delivery of
experienced, unbiased, and superior researched investment advice.
Investment consulting is our only business. All firm revenue comes only through successful investment consulting work. We have no relationships or affiliations with any asset management firm and we receive no revenues from investment managers through fee sharing, sale of research or conferences. Shields Associates is a Registered Investment Advisor with the SEC.
Each senior consultant is an owner in the firm and has lead responsibility for a select number of clients. Our partnership structure ensures the highest level of commitment and attention.
Shields Associates has a trusted reputation for managing client assets. We partner in assuming fiduciary responsibility and assist clients to make effective and prudent investment decisions. The quality and level of intelligence of our work reflects Shields' 100% commitment to servicing our clients and being an industry leader.
