Shadowbrook
Private Wealth
& Investment
Management
We implement an Institutional Approach to managing Client Wealth. Viewing your goals from a multi-generational perspective allows us to help clients create and work towards their most ambitious goals.
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"The road is greater than the Inn only when the road leads to the Inn of our choice."
Our Scope:
To remain a small and agile investment firm that obsesses over client satisfaction and service.
25
Number of Households in 2023
22
Average Weekly Hrs Invested in Portfolio Review
5+
The average tenure in years of client relationships
24
Hour Response Policy
As a boutique Investment and Wealth Management Firm, we strive to create a unique and complete experience that focuses on more than just your investment portfolio. We work with clients to assist them in creating a robust strategy that delves into the aspects of their lives that they find most important.
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We aim to create an environment that is conducive to excellent service and a high level of attention to client needs. Staying small allows us to immediately attend to client requests, address concerns, and provide robust Strategic Planning for our clients.
Unique Perspectives:
The whole is greater than the sum of your portfolio.
The kind of client that would most benefit:
Every family and individual is unique, yet there are some aspects of our financial lives that we all share.
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These data points offer an insight into some demographics of what a Shadowbrook client would look like:
Years to Retirement
7+
Marital Status
Married
% in Alternative Investments
~10 - 15%
Savings Rate
15%+
Time Horizon
28+ Years
Portfolio Size
$3,000,000+
Extensive use of Trusts
Charitable Giving
$50,000+
Liabilities
$500,000 -
$1,000,000
# of Income Streams
3
Annual Travel Budget
$50,000