Shikiar Asset Management's investing philosophy is first and foremost the preservation of capital. Clients who engage us aim to conservatively and thoughtfully increase portfolio growth over a multi-year period with as little volatility as possible. To achieve this, we employ careful asset allocation, prudent security selection and a strict adherence to investment disciplines, which help realize profits and limit potential losses.
In addition, our personalized approach to account management as well as meaningful customization of portfolios promotes a level of understanding of our clients’ needs and goals that goes beyond that of a traditional investment manager. We value our clients and their needs, and as a result, adopt a service-oriented approach. This philosophy enables us to maintain close relationships with other top-tier wealth advisory service professionals, including accountants, lawyers, business managers, trustees and investment consultants.