Mark P. Shively

Overview

Mark P. Shively operates an independent, sole-proprietor advisory practice focused on individuals and families. The firm offers fee-based financial planning and portfolio management for individuals and small businesses and maintains a practice of publishing periodicals or newsletters for clients. The advisory model is percentage-of-AUM, with investment activity concentrated in public funds and mutual funds rather than direct private-market sourcing or third‑party alternative manager allocation. The filing indicates the adviser is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. The business is small and client-focused, so strategy decisions tend to favor pooled public vehicles that provide diversified exposure and ease of implementation for modest account sizes. Because the adviser is not structured as a capital allocator, allocations to external private fund managers are not a central part of the practice.

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Investments & Alternatives

Location & Offices