A message from Sean Chaitman, President and CIO
Founded in 2006, we are an independent, SEC-registered investment advisor and provide personalized investment management and retirement planning services and solutions for our clients.
We work with a wide variety of clients, from individuals and families in the early or late stages of their careers to those in retirement. We also provide advisory services to small and medium-sized business owners and key executives, helping them manage corporate retirement plans while guiding their employees.
Our company has extensive experience managing equity and fixed income portfolios through different market cycles. For the last decade and beyond, we have managed our own Morningstar-rated growth and income strategies for our clients using Fidelity’s institutional brokerage platform.
We look forward to hearing from you to see how we might be able to help you achieve your financial goals on your journey to a prosperous future.
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 grow and protect 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
Our team of investment professionals provide customized solutions designed to help our clients achieve their long-term financial goals.
We perform comprehensive portfolio reviews and retirement income evaluation plans to help determine suitable investment strategies and expected future cash requirements based on client-specific needs.
Our advisors work collaboratively with our clients’ CPAs, trust and estate attorneys, and insurance professionals as needed. We may also arrange consultative calls with retirement professionals and other specialists at Fidelity Investments, the firm that custodies our clients’ brokerage accounts.
Our private client services may include a blend of one or more of the following services:
Retirement Planning
- Long-term income/expense and cash flow forecasts
- Asset, liability, work/social security income/expenses
- Evaluate retirement dates/other material life events
- Analyze potential real estate purchases/sales
- Evaluate health/life insurance proposals
- Review expected inheritance
- College/other material expense planning
- Review lending and finance solutions
- Long-term income/expense and cash flow forecasts
- Tax/Estate
- Analyze potential tax efficient strategies and tax loss harvesting opportunities
- Review tax income distribution sequence (taxable/RMD/pension)
- Consult with retirement service providers/actuary to determine optimal retirement plan structure for individuals and business owners
- Review charitable/gift-giving strategies
- Establish trust/other account types/update beneficiaries based on estate attorney guidance