News

June 2026

Shelter Rock Equity Income Named to PSN Top Guns List of Best Performing Strategies in the US Balanced Category in 1Q2026

May 2026

Shelter Rock’s Equity Income and Strategic Income Strategies Awarded 5-Stars by Morningstar in 1Q2026

A Simple, Tax-Advantaged Approach to Consider for Charitable Giving

March 2026

Shelter Rock Equity Income US Balanced Strategy Awarded 5-Stars by Morningstar for 4Q2025

December 2025

Shelter Rock Equity Income Named to PSN’s List of Best Performing US Balanced Strategies for 3Q2025

October 2025

Shelter Rock Launches its Newest “Equity Alt” Strategy for Growth Oriented Investors

September 2025

Shelter Rock CIO Sean Chaitman Interview in Wall Street Transcript: Targeting US Large Caps

August 2025

Morningstar Awards Shelter Rock SMA Strategies 5-Stars in 2Q2025; Strategies Available on Fidelity and Schwab

May 2025

Three Shelter Rock SMA Strategies Awarded 5-Star Ratings by Morningstar

Shelter Rock Equity Income SMA named to PSN Top Guns List