LOCKSHIELD PARTNERS, INC.

Overview

Lockshield Partners, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and institutions. The firm operates on a fee model that includes a percentage of assets under management, hourly charges and fixed fees. Its advisory work spans financial planning, portfolio management for individuals and small businesses, and portfolio management for larger businesses or institutions. Investment allocations are concentrated in public mutual funds, which make up the bulk of the firm’s managed assets. Lockshield does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm lists an accounting professional affiliation and does not act as a capital allocator; instead it relies on third-party managers for specialized alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices