As CEO of Shamrock Capital I bring over 28 years of portfolio management experience to the table. I am Series 7, 63, and 66 licensed.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your investments. We also realize you may not have the time or the experience it requires to manage your own investments. That is why you have hired us to relieve you of that responsibilty. We manage your investments with your goals in mind.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of how we do what we do. Shamrock Capital adheres to a strict discipline in regards to managing your investment and retirement portfolios. We’re looking forward to using our experience to help you pursue your financial goals.