Shelter Rock Management, LLC Employee Directory
Investment ManagementNew York, United States2-10 Employees
Shelter Rock Management, LLC is a small, independent investment management firm based in Jericho, New York. Founded in 2006, it operates as an SEC-registered firm offering portfolio management through diverse market cycles. The company focuses on managing equity and fixed income portfolios and develops growth and income strategies to suit investors with varying risk tolerances. Its client base consists of investors seeking structured, long-term portfolio management aligned with their risk profiles. In the investment management landscape, it presents itself as an independent practitioner with experience navigating multiple market environments.