Investment Management

At Shepherd Wealth Management we will build a customized portfolio which will give you the highest probability of reaching the performance level you need to achieve your vision of financial success. There are many things investors cannot control when dealing with the stock or bond market, such as political risk, changing interest rates, recessions, natural disasters, and medical pandemics. This lack of control can cause a great amount of anxiety for individual investors. However, by controlling a portfolio’s allocation, investment performance can be controlled and predicted over time.  Modern Portfolio Theory is used to construct a portfolio that minimizes risk for a given level of expected return. This strategy was first introduced in 1952 by Prof. Harry Markowitz and is still being taught today in business schools around the world.  After implementing this strategy for hundreds of clients, I have found that this strategy is the most effective way to control risk and performance over time.