Neville, Rodie & Shaw, Inc. Investment Counsel Established 1933
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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
Neville, Rodie & Shaw, Inc. | 200 Madison Avenue, 20th Floor | New York, NY 10016 | Phone: 212.725.1440 | Fax: 212.689.8746
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