Shell Capital Management
In 2004, Mike founded Shell Capital Management to specialize in alternative investment strategies. He has since applied his skills in active risk management and directional trend systems to a global, multi-market scope of exchange trade securities.
Mike is the portfolio manager of the Asymmetry® Investment Program, an account program that is offered through independent investment advisors at several custodians and brokerage firms. For more than five years, he has been designated a “Top Performing Manager” by institutional publications such as Pensions & Investments. Mike has extensive experience in active risk management and control, portfolio management, statistical analysis and directional trend system development. He passionately pursues a positive asymmetric risk-reward profile for his clients.
Mike’s proprietary systems, methods and algorithms include active risk management, directional trend-following and counter-trend systems applied to exchange-traded securities. While his methods are impressive, Mike prioritizes his relationships with his clients through commitment, confidence, consistency and discipline. He is the epitome of an independent thinker as someone whose knowledge and skills were learned, not taught.
Prior to founding Shell Capital, Mike gained experience as a Registered Principal and Registered Options Principal with the Investment Management Division of another firm. Mike is a U.S. Marine Corps veteran and earned his bachelor’s degree in business administration from Tennessee Wesleyan University.
With over 26 years of experience, Christi is a Certified Wealth Strategist® who is passionate about helping high-net-worth families develop wealth strategies in order to help solve complex issues and their overall management of assets. She is well-versed in the key issues that affluent families often face and has the ability to identify issues and assume the lead role when working alongside attorneys and accountants, as needed.
Christi works directly with the firm’s clients and regularly manages business operations. She enjoys developing relationships with families and addressing their wealth management issues, including estate and gift planning, philanthropy, family governance and multi-generational planning. Always striving to provide ideas, suggestions and alternatives for addressing specific issues, Christi utilizes appropriate resources including family office services, estate counsel or trustees to assist her clients.
A graduate of Tusculum College, Christi earned her bachelor’s degree in organizational management and also holds a Certificate in Alternative Investments from the Chartered Alternative Investment Analyst (CAIA) Association. She is also an Accredited Asset Management Specialist℠ and is dedicated to combining her education and registrations in order to better serve those she works with.
After a 20 year career in bank management, Christi joined Shell Capital as Managing Director. Prior to Shell Capital, she gained extensive experience managing teams that provide a wide range of banking and financial services. Christi worked as the Vice President of Regions Financial for over six years and she also worked at First Tennessee Bank for over 13 years.
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