Robert Shuman, CFA, CAIA

Boston, MA

Verified Identity

Principal at

Encore Investment Advisors, LLC

Years of Experience

12 years

Number of Clients

Average Client Size

$1,100,000

Member Since

2022

Allow Me to Introduce Myself

After a decade serving wealthy families around the world, I founded Encore Investment Advisors in 2021 to provide independent, conflict free, and thorough wealth management advice. I strive to combine the financial planning and investment management capabilities of large wealth managers, with the ...

Clientele

Retirees

Tech Employees

High Net Worth Individuals

Wealthy Families

Corporate Executives

Ultra High Net Worth Individuals

Services Provided

Investment Management

Financial Planning

Retirement Planning

Tax Planning

Specialties and Expertise

Cash Flow Analysis

Credit & Lending Needs

College Planning

High Net Worth Planning

Portfolio Construction

Alternative Investments

Credentials and Designations

CAIA®

Chartered Alternative Investment Analyst®

Click to learn more

CFA®

Chartered Financial Analyst®

Click to learn more

Pricing Models

Flat FeeAUM

Education

Bentley University

BS Finance

Obtained in 2012

Previous Work Experience

Civic Financial

Director of Investments

2022 - 2022

Butterfield Asset Management

Portfolio Manager

2015 - 2021

SCS Financial

Client Advisor

2013 - 2015

Disclosures and Proof of License

SEC Profile

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