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Shelter Rock Management, LLC
       
 
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Shelter Rock Management, LLC
 
 
Overview: 

Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for high net worth, corporate and institutional investors.

We perform customized asset allocation for our clients and manage fully transparent conservative, moderate and aggressive investment strategies.
We provide active portfolio management and customized asset allocation services through the Fidelity Investments brokerage platform. As an independent investment advisory firm, we have the freedom to evaluate all available investment products for our clients. Prior to opening a Fidelity account, prospective clients meet with one of our investment advisors and mutually determine individual financial objectives and risk tolerance. Afterwards, we will propose a customized plan that may include one or more of our investment strategies. We consult with our clients to address any questions that may arise and to help ensure that they are always in an appropriate asset allocation mix.

To simplify tax reporting Fidelity issues a year-end consolidated 1099 tax form containing cost-basis and capital gains reports that clients may provide to their accountants.


 
 
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