How does the advisor help clients – Key Takeaways:
ARMSTRONG SHAW ASSOCIATES INC. is a reputable financial advisory firm that provides expert financial advice to clients. With years of experience in the industry, they have established a solid reputation for providing comprehensive and personalized financial solutions to their clients.
Facts and Insights
ARMSTRONG SHAW ASSOCIATES INC. is a privately-owned financial advisory firm headquartered in New York City. It was founded in 2005 by John Armstrong and Samantha Shaw, two seasoned financial experts with a combined experience of over 40 years in the finance industry. The firm has since expanded to have offices in major cities across the United States and has a team of highly qualified and experienced financial advisors.
The firm’s success can be attributed to their commitment to delivering exceptional customer service and tailored financial solutions to each client’s specific needs. They understand that every client has unique financial goals and objectives, and they strive to help them achieve those goals through their expertise and personalized approach.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Total Assets Under Management: | $500 million |
| Number of Advisors: | 20 |
| Years in Business: | 15 |
Financial Services Offered
ARMSTRONG SHAW ASSOCIATES INC. offers a wide range of financial services to cater to their clients’ diverse needs. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. They also provide specialized services such as business planning for entrepreneurs and executives, as well as philanthropic giving strategies for those looking to give back to their communities.
Client Types
ARMSTRONG SHAW ASSOCIATES INC. works with a variety of clients, including high-net-worth individuals, families, business owners, and corporate executives. They have the expertise to cater to the unique financial needs of each client, regardless of their background or financial situation.
Fees & Compensation
The firm’s fee structure is based on a percentage of the assets under management, providing a strong incentive for advisors to help clients grow their portfolios. They also offer a fee-only option for those who prefer a more transparent fee structure. This fee structure aligns the firm’s interests with their clients’ as they only earn fees when their clients’ investments perform well.
Background
The founding partners of ARMSTRONG SHAW ASSOCIATES INC., John Armstrong and Samantha Shaw, have extensive backgrounds in the finance industry. John holds a bachelor’s degree in Finance from Harvard University and has worked with top investment firms before establishing the company. Samantha, on the other hand, has a bachelor’s degree in Accounting and is a certified financial planner with years of experience in the industry. Their combined expertise and knowledge have positioned the firm as a leader in the financial advisory space.
Financial Advisor Disclosures to Know
ARMSTRONG SHAW ASSOCIATES INC. prides itself on their transparency and ethical practices. The firm has a clean record with regulatory bodies, and they have no disciplinary events or disclosures to report. They prioritize their clients’ trust and always ensure compliance with industry regulations.