Investment Advisory for High Net Worth Clients
Shields Associates is a trusted advisor for those who seek unbiased and prudent guidance. We address the needs specific to each individual investor and provide clients with dependable institutional investment expertise. Because each senior member of the Shields Associates' team is an owner in the firm, high net worth clients have a professional with whom they can develop a long-term working relationship rather than being assigned frequently changing contacts.
High net worth clients rely on Shields Associates and recognize the value in working with one of the premier service firms in the private wealth industry. They benefit from decades of experience in building low cost, tax-managed investment solutions.
In addition to institutional investment advice, clients have access through Clearbrook Partners to a wide range of portfolio services, including:
- Liquidity Management
- Tax Management
- Estate Planning
- Philanthropy
- Family Management
Building and preserving personal or family wealth requires attention, resources and skill. Working with Shields Associates, clients gain confidence that their assets will be carefully managed and that concerns will be addressed with the utmost respect and privacy.
