Shamrock Advisory Group Email Format
Investment ManagementCalifornia, United States2-10 Employees
Shamrock Advisory Group is an investment consulting firm based in Pasadena, California. It concentrates on serving insurance companies and high net worth individuals, with the principals bringing more than forty years of portfolio design and management experience. It maintains a small team to deliver tailored advisory services to its clients. In 2022, Shamrock Advisory Group launched the MPA network, establishing an Expert Advisory Group to provide independent advice on expanding Ireland's MPA network. The firm operates within the investment management industry, focusing on specialized advisory work for its niche clientele.