Sword And Shield Solutions LLC

Overview

Sword And Shield Solutions LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of other advisers with an insurance broker practice. It identifies as a capital allocator, which means it places client capital with third‑party managers where appropriate rather than relying solely on in‑house strategies. Investment activity is concentrated on fixed‑income instruments, with a stated preference for U.S. government bonds. The advisory model is small and highly focused: the firm manages a single client relationship and reports non‑discretionary management for that client. Fee arrangements include percentage‑of‑AUM, fixed fees and other fee structures, allowing flexibility for planning and advisory engagements.

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Public Holdings

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Location & Offices