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Shapiro Asset Management, LLC

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Shapiro Asset Management, LLC (SAM) is a registered investment advisory firm located in Mountain Lakes, NJ.  Shapiro Asset provides Investment Management and Wealth Advisory Services to individuals and business entities that are personalized to the clients specific situation.  Our mission is to achieve a meaningful total return with a focus on risk. 
 
Shapiro Asset is independently owned with over 32 years of hands on investment experience.  Your assets are invested specifically to your goals, risk tolerances, and objectives. Your portfolio is managed as a separate account that is available for your viewing 24 hours a day, 7 days a week.  We provide both an All Cap Equity portfolio or a balanced approach utilizing bonds to control volatility and risk.  

Why Is Shapiro Asset Different than other Registered Advisors?

Unlike most financial advisors, I have over 32 years experience managing portfolios, much of which was institutional with assets in the hundreds of million dollars.   Your assets are not directed to the latest hot mutual fund or annuity that the typical investment advisor is compensated to do or encouraged by his portfolio strategist. Additionally, since we typically don't use mutual funds, we are able to directly minimize your capital gains tax and the expenses of managing the account.  Because you directly own the securites within your account you have the option to specify investment restrictions in your account. We invest our monies side by side with our clients, and view them as partners in our investment strategies. SAM emphasizes client service. 
 
 
What is Shapiro Asset's Investment Approach?

Shapiro Asset employs a bottom up valuation approach utilizing quantitative, fundamental, and behavioral analysis to identify companies either not fully understood or experiencing improving fundamentals not reflected in the stock price. We don't chase over valued or high flying securities. Preservation of capital is the goal.