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Robert Shuman, CFA, CAIA | Financial Advisor

Profile img for Robert Shuman, financial advisor at Encore Investment Advisors, LLC
Boston, MA
Robert Shuman, CFA, CAIA
Financial Advisor
Principal at
Encore Investment Advisors, LLC

Verified Identity

Important Disclosures

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 high-touch client service most commonly found with smaller advisors. My one driving goal is to help my clients achieve their financial goals. I believe that positive financial outcomes come at the intersection of a well thought through financial plan and an actively managed portfolio. I live in the Boston area, although I work with clients throughout the country in a virtual manner. For more info on my firm or my background, please visit www.EncoreIA.com
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Specialties and Expertise

6
Cash Flow Analysis
Credit & Lending Needs
College Planning
High Net Worth Planning
Portfolio Construction
Alternative Investments

Clientele

6
Retirees
Tech Employees
High Net Worth Individuals
Wealthy Families
Corporate Executives
Ultra High Net Worth Individuals

Credentials and Designations

2
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Chartered Alternative Investment Analyst®

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Chartered Financial Analyst®

Education

1
Bentley UniversityBS FinanceYear Obtained: 2012

Job History

3
Civic FinancialDirector of Investments2022-2022
Butterfield Asset ManagementPortfolio Manager2015-2021
SCS FinancialClient Advisor2013-2015
Quick Facts About Robert
Years of Experience:12 yearsMember since:2022Average Account Size:$1,100,000Number of clients:20

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Boston, MA
Robert Shuman, CFA, CAIA
Financial Advisor
Principal at
Encore Investment Advisors, LLC
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