The Shellman Way

Our sister company, Shellman Wealth, was founded in 2003 after we witnessed friends and acquaintances lose their savings in the 2002 financial crisis in Uruguay and Argentina. In our view, this could have been avoided if only they had followed the basic rules of sound investing: develop a long-term financial plan, implement the plan efficiently and manage the risks. We call these rules the “Shellman Way” and have followed them religiously for the past 17 years, in good times as well as bad.