Home » Contact

How to invest.

The best way to contact us for information about our investment programs is to complete the form. Investing with us is easy and we are here to help, no matter where you are.

  1. Read the managed account brochure.
  2. Read and sign the investment management agreement.
  3. Open an account with our independent custodian. 

If you need immediate assistance, call us at (865) 539-9070.

Clients are asked to keep us updated about your financial condition, investment objectives, investment experience, and risk tolerance.

Meetings are by appointment only.

 

MAIN OFFICE/MAILING ADDRESS

Shell Capital Management, LLC
200 Prosperity Place
Knoxville TN 37923

Tampa

2202 N. West Shore Blvd, Suite 200, Tampa, Florida, 33607

Sandestin:

495 Grand Blvd Suite 206, Miramar Beach, FL 32550

Meetings are by appointment only.

 

 

Investment results are probabilistic, not a sure thing. There is no guarantee that any investment strategy will be successful. Investing involves risk including the potential loss of principal a client must be willing to bear. No investment strategy can guarantee a profit or ensure against loss. Risk should be managed, directed, and controlled, but such tactics are not guaranteed. Past performance is no guarantee of future results.

The presence of this website on the Internet shall in no direct or indirect way raise an implication that Shell Capital Management, LLC is offering to sell or soliciting to sell advisory services to residents of any state in which the firm is not registered as an investment advisor. For our form ADV and a current list of states in which Shell Capital Management, LLC is registered or exempt from registration with please query www.adviserinfo.sec.gov.

Copyright © 2004 – 2018 Shell Capital Management, LLC All rights reserved.

ASYMMETRY® ASYMMETRY Investment Program® and ASYMMETRY Capital Partners® are registered trademarks of Shell Capital Management, LLC.