Shehu Asset Management, LLC

Investing
Hours: Active management approach and process that operates within parameters somewhere between that of a classic Financial Advisor and a sophisticated Hedge Fund. -Flexibility to exit when the market drops instead of participating with the loss. Each portfolio is designed to seek returns in both up and down markets - using equities and ETF’s combined with an Option Writing overlay component. -Some of the same strategies that large insurance companies use to reliably invest policy premiums. Goals based Financial Planning powered by Monte Carlo Simulation to generate retirement scenarios and provide a probability of success. -Stress tests portfolio by simulating 1,000 market environments (both up/down).

• 5.42 miles

  

  Deborah Tata - Financial Advisor, Ameriprise Financial Services, LLC - 530 Middlebury Rd Ste 204B, Middlebury Financial Planners, Investing

1. Southbury, Connecticut