Shutzer Investments, LLC

Overview

Shutzer Investments, LLC is a small, privately owned advisory firm organized as a limited liability company that manages portfolios for individuals, families and small businesses. The adviser is owner-operated and charges clients a percentage-of-AUM fee. Its stated advisory activity is portfolio management for individual and small-business clients. The firm does not flag itself as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices