Sam Shehu at Shehu Asset Management, LLC

  • Facebook
  • LinkedIN
  • X
  • Google Business
  • Nextdoor
  • YELP
  • Open Corporates
  • Wealthminder
  • Indyfin
  • Pinterest
  • YouTube
  • Instagram.com

Sam Shehu at Shehu Asset Management, LLC

Sam Shehu; Investment Advisor at Shehu Asset Management, LLC

Active management approach and process that operates within parameters somewhere between that of a classic Financial Advisor and a sophisticated Hedge Fund.

-Flexibility to exit when the market drops instead of participating with the loss.

Each portfolio is designed to seek returns in both up and down markets – using equities and ETF’s combined with an Option Writing overlay component.

Goals based Financial Planning powered by Monte Carlo Simulation to generate retirement scenarios and provide a probability of success.

-Stress tests portfolio by simulating 1,000 market environments (both up/down).

About

  • Team Bio
  • News / Media
    • markets.businessinsider.com/news/stocks/lpl-financial-and-gateway-financial-partners-welcome-kevin-carroll-and-sam-shehu-1028048932
    • www.fa-mag.com/news/kevin-carroll-and-sam-shehu-join-lpl-platform-with–110m-in-aum-43918.html
    • www.lpl.com/news-media/press-releases/lpl-financial-welcomes-carroll-shehu-gateway.html
  • Careers

Privacy

  • Privacy Policy
  • Terms and Conditions
  • Contact Us
  • Directions

Social

  • Facebook
  • LinkedIN
  • X
  • Google Business
  • Nextdoor
  • YELP
  • Open Corporates
  • Wealthminder
  • Indyfin
  • Pinterest
  • YouTube
  • Instagram.com

  • Subscribe Subscribed
    • Sam Shehu at Shehu Asset Management, LLC
    • Already have a WordPress.com account? Log in now.
    • Sam Shehu at Shehu Asset Management, LLC
    • Edit Site
    • Subscribe Subscribed
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar