516-605-2215

Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients

Contact Us
Location
375 North Broadway, Suite 207
Jericho, New York 11753
Phone
516-605-2215
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516-605-2215
516-605-2215

Investment Strategies

Our growth and income strategies are suitable for clients who are at different stages of their lifecycles. These strategies have stood the test of time having been successfully navigated through bull and bear markets

Our strategies contain similar stocks and bonds that are weighted differently to address individual growth, income and risk profiles. This helps focus our research efforts on our best ideas.Customized portfolios are also available upon request.

Strategy Advantages

Our strategies are dedicated to achieving attractive positive returns across a wide variety of market cycles

We focus on investing in stocks and bonds that we expect will produce more consistent and predictable returns than the broader US stock and bond market indices

We perform extensive research and analysis on our investments. This includes analyzing business and industry trends, corporate financial statements and interacting with investor relations executives

We closely monitor all investments and are proactive to make portfolio changes when necessary

We follow time-tested processes intended to produce consistently attractive long-term returns across a wide variety of market cycles

Equities:  

We invest in high-quality US large-cap stocks that have a long history of continuously growing their cash flow. The stocks we invest in are:

  • Market leaders in large and growing industries
  • Participate in industries that have large barriers to protect profit margins
  • Have a history of maximizing shareholder value
  • Attractively valued based on the company’s free cash flow compared to its market value

Fixed Income: 

We invest in individual bonds that mature between 1 to 5-years to minimize interest rate and credit risk. Our fixed income process includes:

  • Running software screens to identify attractive bonds
  • Diversifying bond issues by industry and services
  • Researching and monitoring the bonds we invest in
  • Proactively selling a bond if its risk profile has changed