Client Focus

Neville, Rodie & Shaw focuses on managing long-only financial assets for wealthy individuals, families, trusts and institutions.

• Privately-owned
• Independent

Your portfolio management team is your contact

• No other levels of intermediate bureaucracy
• The team performs research and makes investment decisions tailored to client-specific objectives and guidelines

A high level of individual attention and counseling as well as personalized administrative services

• Limited number of accounts per management team
• Consultation with trust attorneys, financial planners, accountants
• Tax reporting of Realized Gains/(Losses)

Communications

• Telephone contact with management team
• Quarterly scheduled reports
  • Personalized letters
  • Market analysis
  • Investment results
  • Updates on interim critical issues