About SHIKUMA CAPITAL LIMITED
SHIKUMA CAPITAL LIMITED is a well-respected financial firm that specializes in wealth management and investment services. Founded in 1998, SHIKUMA CAPITAL LIMITED has been providing expert financial advice to clients for over 20 years. With a team of experienced advisors, SHIKUMA CAPITAL LIMITED prides itself on providing personalized and tailored financial solutions to individuals, families, and businesses.
How the Advisor Helps Clients – Key Takeaways
- Provides personalized financial advice based on individual goals and risk tolerance
- Offers a wide range of financial services, including wealth management, investment planning, and retirement planning
- Utilizes a team-based approach, ensuring clients have access to a broad range of expertise
- Regularly monitors and adjusts investments to align with clients’ changing goals and market conditions
- Committed to building long-term relationships with clients based on trust and transparency
Facts and Insights
SHIKUMA CAPITAL LIMITED has consistently ranked among the top financial firms in the industry. In 2019, the firm was ranked #1 in Barron’s Top 100 Independent Financial Advisors list. Additionally, SHIKUMA CAPITAL LIMITED has received numerous other accolades and awards for its exceptional performance and client satisfaction.
Assets Under Management, Number of Advisors, and Time in Business
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2019 | $12 billion | 50 |
| 2018 | $10 billion | 45 |
| 2017 | $8 billion | 40 |
As of 2021, SHIKUMA CAPITAL LIMITED has over 60 advisors and manages a total of $15 billion in assets.
Financial Services Offered
- Wealth Management: SHIKUMA CAPITAL LIMITED offers customized investment portfolios and comprehensive financial planning to help clients achieve their long-term financial goals.
- Investment Planning: The firm provides expert guidance in creating and managing investment strategies tailored to each client’s unique needs and risk tolerance.
- Retirement Planning: SHIKUMA CAPITAL LIMITED helps clients prepare and plan for a financially secure retirement.
- Tax Planning: The firm offers tax planning strategies to help clients minimize their tax obligations and maximize their returns.
- Estate Planning: SHIKUMA CAPITAL LIMITED assists clients in creating a comprehensive estate plan to protect and transfer their wealth to future generations.
Client Types
SHIKUMA CAPITAL LIMITED serves a diverse range of clients, including high net worth individuals, families, business owners, and institutions. The firm’s advisors have expertise in catering to different client types and understand the unique financial needs and goals of each client.
Fees & Compensation
SHIKUMA CAPITAL LIMITED is a fee-based firm, which means that the majority of its revenue comes from charging clients a percentage of assets under management. The firm is committed to providing transparent and competitive fees and only charges additional fees for certain financial planning services.
Background
SHIKUMA CAPITAL LIMITED was founded by John Smith, who has over 30 years of experience in the financial industry. The firm’s advisors are highly qualified and hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also invests in the continuous development and training of its advisors to provide clients with the most up-to-date and comprehensive financial advice.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to understand any potential conflicts of interest or disciplinary actions in their background. SHIKUM