Who Are We?
With over 30 years of service in the financials services industry, Robert Shutzer focuses on managing risk in the equity and fixed income markets. Our goal is to build wealth through the equity markets for the long term. Our disciplined game plan guides you to get from point A to point B safely and successfully.
Robert Shutzer started in the financial services industry in 1984 with Shearson American Express, then A.G. Edwards Bear Stearns, J.P. Morgan, and Chase bank before going independent.
Education & Understanding
Education and understanding of the stock market sets the stage for better financial decisions surrounding long term investments. Understanding risk and risk tolerances can help you make more informed decisions about your investments. We build a strong foundation of risk management solutions.
Relationship & Expertise
Shutzer Investments grows your wealth in equities over the long term. We create a customized game plan to assist in growing your wealth in the equities market. Our strategy will align your financial resources with your vision for growth and make it easy to understand.
Process-Driven Investment Management
Reviewing and managing your portfolio is the last piece of your financial puzzle. After we create your investment strategy, we perform a portfolio analysis of your current investments by doing a thorough review of changes in that should be considered to build wealth over the long term in the equity market.
Monitoring Investments Ensures A Fully Diversified Portfolio
Our disciplined approach to finding and monitoring investments ensures a fully diversified portfolio of assets, none of which overlap with other investments clients may own. Over time, we reduce overexposure in one area and maximize the benefits diversification affords. We purposely select assets that hold greater long-term potential and are well worth the patience this time horizon requires.
Helping You Achieve Heights
We’re more than just stock pickers. We believe active portfolio management centered on your long-term goals is the best way to discover opportunities and achieve long-term results. Our team, analyzes investing opportunities—narrowing down from the sector to find securities we believe will achieve building long term wealth. This disciplined approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.
Personalized Portfolio Management
You deserve a tailored portfolio, not a cookie cutter strategy. We take the time to learn about your unique goals and needs. Then we create a personalized plan so you can invest with confidence and meet your long-term objectives.
Risk Management
A good strategic investment plan is the blueprint that helps you make decisions holistically and confidently. Our game plan assists you in achieving long term wealth in the equity markets.
Investment Management
We’ve worked with many clients who were sold stocks that did not meet their criteria of building wealth over the long term. We helped them develop a new investment strategy that does successfully. We can help you understand the fine print and weigh the pros and cons.
What We Offer
For nearly 30 years, customizing investment portfolios to unique client goals has been our core pursuit. Understanding your risk and goals is key to your growth success.
Investment Management
Our planning and investment management processes are built on understanding your needs and helping you get to where you want to go. We have built processes that help us execute on our commitment to getting you from point A to point B, while avoiding life’s potholes.
Relationship
We will take the time to get to know you and what you value to create a relationship that is transparent and honest. We are focused on being a multigenerational advisor that works to be both responsive and intuitive, while we consistently put your interests above our own.
Expertise
Shutzer Investments is committed to delivering a holistic approach to wealth management, using peer-reviewed research, investment strategies tailored to your needs and goals and a fiduciary commitment to serve your best interests above anything else.