SHIPWRIGHT ADVISORS

Overview

Shipwright Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Shipwright operates on a fee model that combines a percentage-of-AUM schedule and fixed fees, and it identifies itself as a capital allocator with an active approach to ESG considerations. Given its scale, the firm appears to concentrate on direct client relationships and outsourced manager selection where appropriate. Its business mix indicates a blend of hands-on planning and discretionary portfolio management with the ability to bring in third-party managers or specialists when client needs call for it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices