We are an independent registered advisory firm specializing in investments. We manage our own growth and income strategies dedicated to helping our clients achieve their long-term financial goals.
Since 2006, we have been providing wealth management services to high-net worth individuals, families and corporations.
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
We actively manage our client accounts using Fidelity’s brokerage platform. Our clients have full transparency of their investment holdings and account values at all times by logging into Fidelity’s internet site. We manage all types of accounts including individual, joint, trust, IRAs, defined benefit, simple and SEP IRAs, 401K and profit-sharing plans.
Shelter Rock Management’s team of professionals work closely with Fidelity’s traders, retirement specialists and their administrative service representatives to help provide a comfortable and rewarding client experience.
Fidelity custodies over two trillion in assets and has a premier, secure and low-cost platform with one of the largest selections of investment products available. To learn about Fidelity’s security features, please visit htpps://www.fidelity.com/security/overview.
Fidelity Investments® (“Fidelity”) is an independent company that is a service provider to Shelter Rock Management, LLC. Fidelity and Shelter Rock Management, LLC have no form of legal partnership, agency affiliation or similar relationship, nor is one implied by the information herein. Fidelity has not been involved with the preparation of the content supplied and does not guarantee, or assume any responsibility for, its content. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.