Shamrock Capital is a comprehensive financial consulting firm dedicated to helping clients build their wealth.
401(k) Portfolio Risk Management
We will assist you in managing market risk in your employee retirement plan. A customized plan will be constructed from the menu of choices you have within your plan.
An investment policy statement will be created to be the framework on which we will operate.
Risk will be managed using fundamental and technical analysis. Shamrock Capital WILL NOT adhere to a cookie cutter, asset allocation one size fits all approach. We work diligently for the end result: RETIREMENT READINESS!!
Please call us to schedule an appointment to review your company retirement plan investment choices.
IRA/Roth Portfolio Management
We will formulate a customized investment plan specifically designed for your risk tolerance. If applicable to your risk tolerance and investment goals, we may use ETFs and individual equities to gain market exposure. Your assets are held in custody with Fidelity Investments. You can log on to our website to view your account.
You will receive an investment policy statement that will serve as the framework on which we will operate.
Risk will be managed and communicated to you and recommendations will follow. We work diligently for the end result: RETIREMENT READINESS.