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Warwick Shore Advisors
Categories
Financial Services
Hours:
8:00am - 5:00pm
About Us
Warwick Shore Advisors LLC is an independent investment advisor focusing on investment strategies designed to outperform the market and mitigate risk over the long-term. The firm was founded with the passion to provide institutional investment management and wealth guidance to endowments, foundations and high net worth families. We pride ourselves on the ability to provide independent and objective investment solutions with a fee-only approach.
As a boutique firm, we are able to provide high touch, institutional quality wealth guidance and investment management for our clients. We partner with you to achieve the goals that are most important in life.
Rep/Contact Info
Mr. Paul Z Shelton Jr.
In his role as Chief Investment Officer, Paul provides thought leadership and portfolio management for the firms’ clients and investment team. Paul is tasked with asset allocation development of the firm’s investment strategies as well as the quantitative and fundamental research. Paul graduated with his Bachelors of Science in Business Administration from the University of Central Florida and his Master of Science in Finance from Southern New Hampshire University. Paul is currently a Chartered Financial Analyst (CFA) Level II candidate.