Managing your assets is a full-time business, not a part-time job. Our clients' assets are hard earned and we vow to work equally hard to grow and preserve them.
We cannot be all things to all people. We concentrate on meeting the complex financial needs of a select number of affluent individuals, families and corporations. Because we limit the number of clients with whom we work, we are able to deliver an exceptional level of service, with an emphasis on our financial planning services.
Even though the markets are uncertain, successful investing is about a disciplined, long-term approach. It's about having trust in an experienced advisor who will act as a guide for you, even in the most difficult times. Our focus is on the thing that matters most, YOU. We will help you develop a strategy and find investments that are tailored to your risk tolerances and objectives.
Ever mindful of the implications that market conditions can have on your investments, we will continue to review your investment strategy to ensure it remains aligned with your goals.
Our Mission Statement
The Shipp Investment Group's mission is to be an advocate for our clients and help them build a financially stable future. We believe that it is much more important to understand our clients' values than to value their assets. We strive to anticipate client needs by truly listening and through research, thoughtful planning and uncompromisable service, help them obtain the results they need to enjoy their prosperity and realize their ambitions in life. Building trust through integrity is our key focus in the growth of every relationship.