Shift Fynancial

Overview

Shift Fynancial is an independent, individual-owned registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm combines portfolio management and financial planning with insurance brokerage capabilities; its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is based on a percentage of assets under management, and the firm does not position itself as a capital allocator. The firm’s activity profile points to a hands-on relationship model: a relatively small client base and a heavy orientation toward discretionary and non‑discretionary account servicing. Active ESG investing is not indicated in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives