SHAUNESSY

INVESTMENT

We are global capital markets investment managers with decades of financial experience. Since 2000, we’ve worked closely with clients to create custom portfolios that preserve wealth for generations.

A PROVEN

STRATEGY

If you’re seeking long-term growth and income with well-managed risk, that’s our area of expertise. Our firm follows one principal investment strategy: a global, balanced portfolio of stocks, bonds and alternative investments.

TERRY

SHAUNESSY

“My years of experience in this business have taught me that the best investment managers have in common a prudent, even boring strategy that follows two or three unshakable and time-tested beliefs.”

- Terry Shaunessy, President and Portfolio Manager