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How Does SHENKMAN CAPITAL MANAGEMENT, INC. Help Clients – Key Takeaways:
SHENKMAN CAPITAL MANAGEMENT, INC. is a well-known financial management firm that has been providing expert advice to its clients for over 30 years. The firm focuses on helping clients achieve their financial goals by providing sound and reliable guidance through various financial services and strategies.
Facts and Insights
SHENKMAN CAPITAL MANAGEMENT, INC. was founded in 1985 by its current President and CEO, Stephen Shenkman. The firm is headquartered in New York City, with additional offices located in San Francisco and London. As of 2020, the firm has over $25 billion in assets under management.
SHENKMAN CAPITAL MANAGEMENT, INC. has a team of highly experienced and knowledgeable advisors who have an average tenure of over 10 years with the firm. This allows them to have a deep understanding of the financial landscape and provide clients with valuable insights and strategies to help them reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1985 | Over 50 | $25 Billion+ |
Financial Services Offered
SHENKMAN CAPITAL MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These services include wealth management, financial planning, investment advisory, and retirement planning. The firm also provides access to a variety of investment options and strategies, such as stocks, bonds, and alternative investments.
Client Types
SHENKMAN CAPITAL MANAGEMENT, INC. serves a diverse group of clients, including high-net-worth individuals, families, and institutional investors. The firm takes a personalized approach to understanding each client’s unique financial situation and tailors their services and strategies accordingly.
Fees & Compensation
SHENKMAN CAPITAL MANAGEMENT, INC. operates on a fee-based compensation model, meaning that they receive a percentage of the client’s assets under management. This aligns the firm’s interests with those of its clients and ensures that they are always working towards maximizing the client’s investments.
Background
SHENKMAN CAPITAL MANAGEMENT, INC. has a long-standing reputation for excellence and trust in the financial industry. The firm has received numerous accolades and recognition for their services, including being named one of the Top Wealth Management Firms by CNBC in 2017 and 2018.
The firm also takes social responsibility seriously and supports various charitable organizations, including the Robin Hood Foundation, which aims to fight poverty in New York City.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SHENKMAN CAPITAL MANAGEMENT, INC. is held to high ethical standards and has a fiduciary duty to act in their clients’ best interests. This means that the firm is legally obligated to disclose any potential conflicts of interest and provide transparent communication with their clients.
Additionally, all advisors at SHENKMAN CAPITAL MANAGEMENT, INC. are registered with the Financial Industry Regulatory Authority (FINRA) and have a clean record with no disciplinary actions.