SHEPHERD WEALTH MANAGEMENT

Overview

Shepherd Wealth Management is an independent, individual-owned RIA that positions itself as a capital allocator for individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee model combines a percentage-of-AUM structure with fixed fees, and the firm is not an active ESG investor. Investment activity is concentrated on equity markets: the firm runs discretionary equity-oriented mandates and uses third-party managers where appropriate. As an allocator, Shepherd Wealth Management sources outside alternative managers for private placements and real estate, and integrates traditional vehicles such as mutual funds and annuities to meet specific planning objectives. Its practice is oriented toward building diversified, equity-forward portfolios with supplemental allocations to alternatives to meet return and income needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices