Shepherd Investment Management (SIM) offers investment management services, focusing on long-term capital appreciation through investments in global technology and related sectors. SIM uses a "Growth at a Reasonable Price" (GARP) strategy, seeking companies with growth potential at reasonable valuations. SIM tailors its services to each client's financial situation and risk tolerance.
Assets Under Management$3.2M
Clients8
Advisors1
Avg. per Client$400K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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