SHULMAN DEMEO ASSET MANAGEMENT, LLC

Overview

Shulman Demeo Asset Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker, which it uses to incorporate insurance and annuity solutions into client plans. Registered with the SEC since 2007, the firm emphasizes equity-centered portfolios built largely through exchange-traded products rather than running proprietary private funds—Shulman Demeo acts as an allocator to third-party managers for alternative real estate exposure rather than as a capital-raising manager. Investment posture tilts toward liquid, indexed exposures: the firm’s filings show heavy use of ETFs for core equity allocation, with a single broad-market ETF (Spdr S&P 500 Etf Trust) as its largest holding. That ETF-centric structure suggests a preference for low-cost, highly tradable instruments for core beta exposure, while complementing core positions with selected mutual funds, annuities and third-party real estate/REIT allocations for yield and diversification. The adviser is not identified as an active ESG investor.

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Location & Offices