Founded in 2006, we are an independent SEC registered investment management company with extensive experience managing equity and fixed income portfolios through a wide variety of market cycles. For the last decade and beyond, we have managed our own growth and income strategies that address the needs of different risk profiled investors.
Shelter Rock Management was founded in 2006 by Sean Chaitman, a portfolio manager and former senior equity research analyst who previously worked in growth and value investment funds. Our first clients began working with us in 2007, a precarious time that preceded the 2008-2009 subprime credit crisis. Many valuable lessons were learned from this historic bear market and our guiding principles were clearly defined – to protect and grow our clients’ wealth.
Since our beginnings, we have built our reputation by maintaining the highest level of integrity and professionalism with our clients. By carefully following our disciplined investment processes, we have established a successful long-term track record managing our investment portfolios through bull and bear markets.
- We can evaluate all investment opportunities across any platform without restrictions
- We adhere to the fiduciary standard. Our clients always come first
- Our team has seasoned professionals with many decades of investment experience
- We perform rigorous fundamental analysis and follow disciplined processes to select investments and construct our portfolios
- Our clients receive personalized service and we are always accessible
