Shepherd Investment Management

Overview

Shepherd Investment Management is a small, privately owned advisory firm that focuses on portfolio management for individuals, small businesses and institutional clients. The firm charges a percentage-of-AUM fee and has a clear tilt toward liquid, publicly traded equities as the core of its investment approach. In addition to exchange-traded stocks and ETFs, the firm uses mutual funds and allocates to third-party alternative managers — specifically hedge funds and real estate funds — to supplement equity exposure and provide diversification. Shepherd does not position itself as an ESG-driven manager and operates as a single-office LLC serving a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices