The word Fiduciary comes from the Latin word for confidence, trust. A fiduciary must act for the benefit of the person, to the exclusion of any contrary interest. As a fiduciary, Shuttleworth & Company is committed to providing investors with a team that values the time and effort put into your assets. We know that trust, integrity and confidentiality are essential in providing conflict-free investment management.
We are willing to meet at any time with our clients. When clients call us, they speak to a live person right away…usually their portfolio manager directly. We want to understand what is happening in your life to help manage your total financial picture. This is crucial especially in a volatile market environment. We proactively call clients to schedule meetings and go over reports. Additionally, quarterly meetings are offered and encouraged to keep everyone current on the ever-changing environment. Newsletters keep clients abreast of market outlooks and developments as they happen.
SCO is a fee-only investment advisor meaning that our fees are based upon assets that we manage for you. Some financial advisors sell products or are commission-based, receiving higher commissions on certain products they sell to you than others. This may influence their decision to recommend investment products that are not in your best interest. The benefits of fee-only include transparency, no hidden fees, and no bias due to conflicts of interest to sell a certain product line or company offering. We are able to select investments based solely upon your specific needs, which keeps fees down and objectivity apparent.
Do you have specific companies or industries you do not want to invest in? The beauty of working with us is that customization based on socially responsible or faith-based preferences is not only allowed, but encouraged. We want you to be involved with your portfolio management as desired. We will work together to create a customized asset allocation strategy to meet your important goals.
This may seem trivial, but it is an important key to have when choosing a financial advisor. The professionals at Shuttleworth & Company come from backgrounds such as accounting or customer service where details matter. Client requests are always handled in a timely manner.
We do not aim to be market timers, but we do aim to be tactical portfolio managers. We believe in staying current with the trends and following the economic cycle to invest accordingly. We utilize both fundamental and technical analysis. We keep your portfolios diversified but do not broadly invest in all areas of the financial markets (foreign, domestic, small, large, value, growth, derivatives, real estate, etc.). This only dilutes your strategy and increases fees. We like to keep it simple and focused on areas that are likely to outperform in the phase of the cycle ahead.