Investment Management

We’ll help you determine what approach fits you best, define your risk comfortability so you can invest fearlessly and develop a tailored solution to achieve your goals. Since we’re an independent boutique firm that specializes in investing we have a remarkable number of solutions available to build custom strategies that fit you individually, no matter what type of investor you are.

Disciplines

Active

For those who want a dynamic portfolio with a “hands-on” approach. Typically fits people who don’t want to accept major market declines as part of their investment strategy and believe in trying to reduce the effects that major drawdowns have on a portfolio. We use adaptive tactical portfolios with stoploss protection derived from our own proprietary indicators and have the ability to go to 100% cash in an effort to protect you from devastating loss.

Strategic

For those who prefer to buy and hold, maintaining a strategic allocation of diversified asset classes. We prefer to use portfolios of low-cost ETFs when possible, while rebalancing and adjusting allocations as needed to keep your portfolio aligned with your comfortability so you can keep investing fearlessly.

Custom

For those who need to diversify not only their asset allocation but also their investment strategy. We work with numerous third party managers with different disciplines and have access to private solutions, allowing us to create more complex multi-disciplined strategies for high net worth clients.

Objectives

Core

Broad diversification dialed into your risk zone.

Tax-optimized

For tax-sensitive investors.

Income-focused

For those needing income from their investments.

Socially Responsible

ESG (Environmental, Social, Governance), SRI (Socially Responsible Investing), Impact Investing solutions.

Specialized

For investors with other specific or unconventional objectives.

Other

We can provide advice-only and/or technical analysis to those who:

-prefer the DIY approach but want some professional guidance

-need advice on their 401(k) or other employer-sponsored plan

-want a second opinion to compliment a portfolio managed elsewhere

-want an analysis of their current holdings/portfolios

Schedule your free initial consultation to get started today!

Schedule a Free Consultation

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. J.W. Cole Financial Representatives do no accept orders and/or instructions regarding your account by email, voicemail, fax or any alternative method.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWCF), member FINRA/SIPC.

Shepherd Wealth Advisors and JWCF/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.