Who We Are
Founded in 1997, Shamrock Asset Management provides a full range of investment advisory solutions with a focus on managing risk as you look to accumulate, preserve and perpetuate your wealth. With more than a century’s worth of experience, we have been tested by the severest of market environments.
Shamrock Asset Management strives to maintain the highest ethical standards with a commitment to transparency and oversight. We are an Investment Adviser registered with the SEC whose mission is to protect investors and maintain the integrity of the securities market. As an Investment Adviser we have a fiduciary duty to our clients which requires that our clients’ interests always come first.
Important Facts About Shamrock Asset Management
- Our team is made up of professionals with expertise in the field of investments and wealth management, including those holding the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designation, as well as, the Juris Doctorate (J.D.) degree.
- Client assets are held by Fidelity Investments, our custodial partner and one of the world’s largest and most trusted financial institutions.
Find out more today.