Our Firm
Shikiar Asset Management is a New York City based independent Registered Investment Advisor (RIA) with an investment team that has an average of 25-years of investment experience.
- 100% Employee Owned
- Founded in 1995
We offer our investors separately managed accounts in the pursuit of consistent, positive, risk adjusted investment returns while maintaining downside protection.
Our clients include high net worth individuals, families, trusts, foundations and tax-exempt portfolios.
Our Objective
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.
WE LOOK FOR VALUES OTHERS OVERLOOK
