Our Team
Highly experienced consultants, averaging more than 20 years in financial advisement, are at the core of Shields Associates' management team. Each senior consultant is both an owner and decision maker. Our performance is reflected in the sophistication of clients with whom we have worked over the years, including some of the largest defined benefit and defined contribution plans in the U.S., global investment banks, and large endowments and foundations.
Our team approach of working closely together results in:
- Stronger client performance — We collectively identify and analyze new ways to add-value and avoid the tendency toward herd mentality. As a firm, we believe collaboration and mutual support are essential to the overall success of our clients.
- Reliable client service — Each client is paired with a lead and supporting senior consultant. Staying close to our clients' investment programs assures that each senior consultant provides timely and relevant investment advice.
Because Shields Associates places an emphasis on advanced degrees, creative intelligence, and ability to execute, we consistently develop the most appropriate solutions for our diverse client base. Analysts and support personnel are held to equally rigorous standards. We are extremely proud of our high employee retention; this significantly contributes to our service quality.
While strong investment returns and being respected as industry leaders are fundamental to our continued growth, at Shields we know the importance of effective communications and maintaining long-term relationships.
