Unlike most financial advisors, Marc Shapiro has over 35 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.
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We at Shapiro Asset know that finding the right financial advisor to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
Shapiro Asset Investment Strategy
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.
Marc was formerly recruited by Allied Chemical, which merged into Honeywell International, as financial analyst and portfolio manager. From 1984-1992, Marc had responsibility for the Warner-Lambert pension and savings funds and managed the internal equity and fixed income portfolios.In 1992, Marc was recruited back to Honeywell International, where he had portfolio management responsibility for the internally managed US equity portfolios, and served on the investment committees for the UK and Canadian pension plans. In late 2004 Marc was a founding member of Value Architects Asset Management, an asset management firm that managed or monitored about $400 million in assets. Marc created Shapiro Asset Management at the end of 2007. He completed the Harvard Business School Executive Program on behavioral investing, and is Six Sigma certified.
WAKE FOREST UNIVERSITY
Activities & Affiliations
- Registered Investment Advisor
- Series 65 Securities License
- Registered with FINRA
- Registered with the State of New Jersey