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Stop trying to do it all and let Shepherd Street Advisors help you. We are a boutique independent advisory firm that takes our fiduciary obligations to our clients seriously. We advise individuals and families on how to navigate the multiple risk versus reward trade-offs required to invest wisely for the future.
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About Us
Based in Larkspur, CA, Shepherd Street Advisors provides boutique wealth management services to individuals and families around the country. The firm provides straightforward and seasoned investment advice. We embrace modern technology for accuracy and efficiency in managing accounts. These tools afford us the time to spend with clients in order to build a trusted advisory relationship.
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Our Clients
We serve clients who appreciate having a partner to help them meet their various investment goals. Our clients are generally professionals in their 40's and 50's - both men and women - many of whom are lawyers, executives, entrepreneurs, or families with complex investment needs. All are busy with successful careers and for many, a hectic family life. Some are risk-takers while others are more conservative. They all work hard and strive for a great work-life balance. At the same time, Shepherd Street clients are smart enough to recognize that they cannot do it all. To leverage their time, they seek the advice and guidance of others so they can focus on their interests and passions.
We feel our clients look to the future with optimism and confidence as they plan for a happy retirement and enjoy their success with family and friends.
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About Adam
With an undergraduate degree with honors from The University of Michigan and an MBA from The Wharton School of The University of Pennsylvania, Adam Schneiberg has worked in institutional equity research and sales for over 12 years, writing reports and distributing research ideas to the country’s top mutual fund and hedge fund managers. This experience has provided Adam with a deep understanding of stock market risk and security selection expertise. Adam uses his depth of knowledge, along with 15 years of advising clients directly, to build portfolios that strive to meet his client’s investment appetite for risk and reward.
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About Katherine
With an undergraduate degree from Cornell University and an MBA from The Anderson School of Management at UCLA, Katherine has over 25 years of financial services experience. She also draws from her experience in consulting and at a market research technology company. She has a demonstrated history of leading product teams and improving digital products and services for customers. At Shepherd Street, Katherine works to improve the overall client experience through transparent communications, intuitive planning experiences and tailored wealth management across our platform.
SERVICES
Investment Management
Based on your goals, we construct your portfolio, and provide regular monitoring and rebalancing. Our high-touch approach includes real-time discussions with you throughout the year. We also provide quarterly statements and performance reports, as well as access to our client portal.
Retirement Planning
We build individual retirement plans to create a sustainable program for our clients. Our retirement models are available on our client portal for easy access and updates. If you are nearing or are in retirement, we provide guidance on sustainable withdrawal rates in retirement.
Charitable Giving
We work with you to understand your goals for charitable giving and incorporate them into your overall financial plan. We can advise on the often-positive implications of establishing a donor-advised fund and gifting via qualified charitable donations (QCDs).
College Savings
We work with you to plan for this expense, advise on which 529 plan is the best for your situation, allocate funds to the plan and monitor the plan. We can also advise you on how to maximize any residual value post-college.
Mortgage Finance
Whether you desire to save for a home, finance a remodel, or access your home’s equity, we strategize with you to obtain and leverage your real estate investments. We can help you shop for mortgages through our strong mortgage banking relationships, or can establish preferred margin rates and pledged asset lines (PALs).
Tax Planning
Through sophisticated tax diagnostic software, we work with you to understand your tax posture, run tax scenarios and evaluate techniques to minimize your lifetime tax bill. Based on your situation, we advise on and execute tax reducing techniques such as Roth conversions, tax-loss harvesting and and funding a donor-advised fund.
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Philosophy
All client accounts are individually managed to meet the needs of each client. We value clarity, simplicity, low-fees, and tax-efficiency in our portfolio construction. We feel we help our clients understand what they own and how a particular holding fits into their overall asset allocation. This knowledge often empowers clients to stay the course during challenging market conditions. We employ both an active and a passive approach using individual stocks, bonds and ETFs.
KEY PARTNERS
Charles Schwab & Co. Inc.
Shepherd Street Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
Software and services vendor that helps us make informed decisions about your asset allocation via portfolio management and trading tools. Orion also powers the client portal from which you can review holdings, reports and update your customized financial plan.
Shepherd Street is committed to continuously improving our professional knowledge so we can serve our clients better. The Financial Planning Association is the primary professional organization for independent advisors and supports us through educational events in financial planning and investment research. It is also our primary network for meeting other advisors with whom we share ideas and best practices.
Charles Schwab & Co. Inc.
Shepherd Street Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
Software and services vendor that helps us make informed decisions about your asset allocation via portfolio management and trading tools. Orion also powers the client portal from which you can review holdings, reports and update your customized financial plan.
Shepherd Street is committed to continuously improving our professional knowledge so we can serve our clients better. The Financial Planning Association is the primary professional organization for independent advisors and supports us through educational events in financial planning and investment research. It is also our primary network for meeting other advisors with whom we share ideas and best practices.
Shepherd Street is committed to continuously improving our professional knowledge so we can serve our clients better. The Financial Planning Association is the primary professional organization for independent advisors and supports us through educational events in financial planning and investment research. It is also our primary network for meeting other advisors with whom we share ideas and best practices.
None of the above firms is affiliated with SSA in any way. Nor do they endorse SSA.
CONTACT
Interested in learning more?
These materials have been independently produced by Shepherd Street Advisors. Shepherd Street Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Shepherd Street Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Shepherd Street Advisors, LLC (“SSA”) is a state registered investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. For detailed information about our services and fees, please read our Form ADV Part 2A, which can be found at https://www.adviserinfo.sec.gov. Please refer to the Disclosure link for additional information.