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Tag: Starting a Family Office

What is a Family Office?

August 29, 2013

We provide investment management for family offices and wealth managers and in fact, one of my operating companies also serves as my own family office. So, we comment about “family office” a lot. People often… Read More

Shell Capital Management, LLC

(865) 539-9070

Shell Capital Management, LLC (“Shell Capital”) has been a registered investment adviser since 2004. You can verify our firm’s registration and view our latest Form ADV and Part 2 brochures via the SEC’s Investment Adviser Public Disclosure (IAPD) under CRD# 136509. Headquartered in Tennessee, serving clients across the U.S., with a principal office at 200 Prosperity Drive, Knoxville, Tennessee 37923, and private meeting offices across the Southeast. Nothing on this website constitutes personalized investment advice or a solicitation to buy or sell any security. Shell Capital provides advisory services only in jurisdictions where properly registered or exempt from registration. Please review our SEC Form ADV for more information.

Investing involves risk, including the possible loss of principal. No investment strategy—including tactical management, trend following, risk management, volatility trading, or hedging—can guarantee a profit or protect against loss. Past performance does not guarantee future results. Discussions of risk management or hedging reflect general investment philosophies and do not guarantee future outcomes.

ASYMMETRY^® has been a federally registered trademark of Shell Capital Management, LLC since 2010 (USPTO Reg. No. 3904399).

Global Tactical Rotation^® has been a federally registered trademark of Shell Capital Management, LLC since 2011 (USPTO Reg. No. 3904399).

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Tag: Starting a Family Office

What is a Family Office?