Broker Check
Shamrock Capital, Inc.

Patrick M. Kelly AIF®

4370 Swansboro Way
Highlands Ranch, CO 80126
(303)495-9810

patrick@shamrockcapitalinc.com

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?


Welcome to Shamrock Capital

Shamrock Capital is an investment advisory firm providing personalized portfolio management grounded in discipline, experience, and fiduciary responsibility. Our approach is active and risk-aware, guided by a clearly defined investment process rather than static, one-size-fits-all strategies.

We focus on thoughtful decision-making across changing market conditions, recognizing that markets are dynamic and require ongoing evaluation. Portfolio positioning is informed by risk considerations, client objectives, and prevailing market environments — not by adherence to rigid assumptions or default approaches.

Education and transparency are central to our client relationships. We believe investors should understand how their portfolios are structured and how decisions are made. Clients are provided with appropriate access and reporting to remain informed and engaged with their investment strategy.

We invite you to explore our website to learn more about our philosophy, approach, and the types of relationships we seek to build. Additional information about our perspective, experience, and client expectations can be found throughout the site.

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Three important factors when it comes to your financial life.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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