Experienced, Disciplined, Research Driven
At Shamrock, preparation meets opportunity at the crossroads of global markets.
We seek to protect our clients from the dangers of emotion-driven decision-making which has historically resulted in the worst of both worlds for investors: experiencing fully severe bear markets and not capturing enough of a bull market’s advance. Our first priority is preservation of capital and avoiding significant drawdowns with a secondary objective of achieving substantial upside capture by leaning into rising markets.
Keep in mind that volatility matters and large losses can have a greater impact on your long-term returns than large gains. Our approach attempts to protect against large losses and capture gains in rising markets which, we believe, has the potential to deliver more attractive long-term returns than traditional, benchmark-centric approaches.
How are you or your investment advisors investing and managing risk differently today than during the last severe market downturn?
Are you prepared for the market’s next move?
Shamrock Asset Management… actively managing risk to preserve and protect your wealth.