Shell Capital Overview
Shell Capital Management, LLC is a registered investment advisor founded by Mike Shell in 2004 to be the investment manager of Asymmetry® | Managed Portfolios. Mike Shell is the President, Chief Investment Officer and portfolio manager applying unconstrained tactical decisions, active risk management and directional trend systems to a global universe of markets through exchange-traded securities (ETFs, etc.).
Focus on What You Can Control
For over 15 years, we have pursued asymmetric investment returns by actively managing risk and dynamically adapting to evolving markets. We’re a team that is focused on changing your mentality regarding investing, in order to help you achieve the goals you have in mind.
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Tactical Investment Management
Develop a diversified portfolio and actively manage your investments according to your desired risk and objectives.
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Multi-Generational Planning
Create a plan addressing your entire financial picture, from saving for retirement to funding your children’s education.
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Retirement Income Planning
Implement a plan that meets your income needs in retirement and ensures your wealth lasts throughout this next chapter.
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Philanthropy
Get the most out of your charitable giving by learning about the most tax-efficient opportunities available.
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Family Governance
Educate and facilitate communication between family members in a forum meant for constructive discussion, problem solving and decisions about family as it relates to business.
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Estate & Gift Planning
Establish the details of your will, Power of Attorney and more in order to set yourself and your family up for success in the long-run.
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Portfolio Hedging & Risk Management
We can create and execute a dynamic risk management strategy for you regardless of your investment portfolio.
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No matter your financial concerns, we’re here to guide you to a successful outcome.