RS
Robert Shuman, CFA, CAIA
Boston, MA
Verified Identity
Principal at
Encore Investment Advisors, LLC
Years of Experience
12 years
Number of Clients
20
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
Chartered Alternative Investment Analyst®
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Chartered Financial Analyst®
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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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