SHELTER ROCK MANAGEMENT

Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients. We also provide 401(k) plan design and investment advisory to businesses. Our objective is to provide each client with a rewarding experience that meets his or her unique investment needs... We manage all types of accounts including individual, joint, custodial, IRAs, defined benefit, simple and SEP IRAs, 401K plans... Shelter Rock's advisors provide comprehensive financial planning and retirement income evaluation reports for clients. Our independent network of CPAs, estate lawyers and insurance agents may be included in this process based on individual client needs and interest.

Also known as: Shelter Rock Management, LLC

Primary location: Jericho United States