Our Ideal Client

IS THERE A "FIT"?. CAN WE WORK TOGETHER?

At Shamrock Capital, Inc. we are not a fit for everyone. We look for TRIPLE "A"  criteria when interviewing prospective clients. Are you TRIPLE "A"? 

"A" Assets: Do you have $500,000.00 to invest?

"A" Attitude: Do you focus on "COST" or do you see "VALUE" in a relationship with us? Or as Oscar Wilde said " You know the price of everything but the value of nothing"

"A" Advocacy: At Shamrock we are not a simple vendor of generic investment advice. We have a distinct philosophy and process we adhere to in managing capital for Triple"A" Clients. In turn our clients are our best advocates willing to tell others about us. Our clients have bought into a RELATIONSHIP and have not just bought an investment PRODUCT.

If you think you are a fit or would like to begin the discovery process feel free to call to schedule an appointment. Our hours of operation are 7 AM to 5 PM M-F. You can contact us at (720) 255-2754.