Welcome to Shelter Rock
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 focus exclusively on investment management. We are dedicated to achieving outstanding long-term returns and providing personalized service by working with a limited number of clients.
Learn more about Shelter Rock by clicking the following link:
Wall Street Transcript Interview