Mike Shell – President, Chief Investment Officer, Portfolio Manager
Mike founded Shell Capital Management in 2004 to specialize in alternative investment strategies applying his skills in active risk management and directional trend systems he developed to a global multi-market universe of exchange traded securities. Mike is the portfolio manager of the ASYMMETRY® Investment Program, a managed account program offered through independent investment advisors at several custodians and brokerage firms. For more than five years he has been ranked a “Top Performing Manager” by institutional publications like Pensions & Investments. Mike has extensive experience in active risk management and control, portfolio management, technical/statistical analysis, and quantitative directional trend system development and operation applying probability in pursuit of a positive asymmetric risk-reward profile.
His proprietary systems, methods, and algorithms include active risk management, directional trend following, and counter-trend systems applied to exchange traded securities. Even more important than his methods are the personal edge he has developed over many years as an operator: commitment, confidence, consistency, and discipline. Mike is the epitome of an independent thinker: his knowledge and skills were learned, not taught. Before founding Shell Capital, Mike was Registered Principal and Registered Options Principal with the Investment Management Division of another firm. Mike is a U.S. Marine Corps veteran and earned a B.S. in Business Administration.
Christi Shell, CWS® AAMS® – Managing Director
Christi Shell is a Certified Wealth Strategist® with over twenty-six years of experience helping high net worth families develop wealth strategies to solve complex issues and the overall management of assets.
Christi works directly with the firm’s clients and manages business operations. She works closely with families on a variety of wealth management issues, including estate and gift planning, philanthropy, family governance, and multi-generational planning.
Christi is a Certified Wealth Strategist® from the Cannon Financial Institute and the Accredited Asset Management Specialist℠ from the College for Financial Planning. She earned a Certificate in Alternative Investments from Chartered Alternative Investment Analyst (CAIA) Association. Christi holds a B.S. in Organizational Management from Tusculum College.
Christi Shell joined Shell Capital as Managing Director after a twenty-year career in bank management. Prior to Shell Capital, Christi gained extensive experience managing teams who provide a wide range of banking and financial services. She was Vice President with Regions Financial for over six years and prior to that was manager at First Tennessee Bank for over thirteen years.
Christi has the knowledge and skill set required to work with the more complex client issues of high net worth families. She is well versed in the key issues that must be addressed with affluent families. Christi has the ability to identify issues and assume the lead role in analysis with other experts such as estate planning attorneys and accountants as needed. Christi understands and uncovers the key wealth issues high-net-worth clients face. She understands client situations, feelings, and family dynamics – the big picture of where they need to be – and helps them reconcile any gaps. Christi provides ideas, suggestions, and alternatives for addressing the specific issues. She places these issues in the context of a wealth management strategy and forms logical opinions for addressing each set of issues and for bringing in appropriate resources like family office services, estate counsel, or trustees.
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