Shelter Rock Management

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Description/Useful Information:

Contact Name: Sean Chaitman – CEO

Shelter Rock Management is an independent registered investment advisory firm. We manage retirement and discretionary assets for individuals and small institutions using the Fidelity Investments brokerage platform. Shelter Rock specializes in mutual fund research and analysis and provides personalized service to each client. Client accounts are actively managed and contain diversified mutual fund portfolios designed to meet individual objectives.

Website: http://www.shelterrockmanagement.com
514 Larkfied Road Suite#6
East Northport, NY 11731
Phone: (917) 704-1279
Fax: (631) 368-0339
  • Type of Business: