Asset Management
Customized Investment Approach Tailored to Your Goals
At Shepherd Financial Partners, we are committed to providing a highly personalized asset management approach based on a systematic process focused on your long-term success.
We believe that your portfolio strategy should be guided by the objectives and complexities of your financial plan. Using your financial goals as the starting point, our investment committee overlays Shepherd’s Portfolio Management Process to design a portfolio specific to your needs. By focusing on the long-term and applying a team-based approach to the asset management process, we help each of our clients navigate financial markets with confidence.
Our Portfolio Management Process
Our Unwavering Support
Prioritizing transparent communication and direct access to our specialists, we offer clear explanations for our portfolio decisions and strategies. As an independent firm, we do not promote specific products but focus on crafting solutions tailored to your needs. Our team-based approach offers comprehensive support, including behavioral guidance to help you stay committed to long-term investment practices and navigate market fluctuations with confidence. Our investment committee makes informed decisions, while our advisors assist with maintaining discipline, helping you remain on track toward pursuing your investment goals.
Get a customized portfolio tailored to your specific needs and risk tolerance.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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