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Skip to main content. Shapiro Asset Management, LLC. Piro Asset Management, LLC (SAM) is a registered investment advisory firm located in Mountain Lakes, NJ. Shapiro Asset provides Investment Management and Wealth Advisory Services to individuals and business entities that are personalized to the clients specific situation. Our mission is to achieve a meaningful total return with a focus on risk. Why Is Shapiro Asset Different than other Registered Advisors? What is Shapiro Asset's Investment Approach?

http://www.shapiroasset.com/

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CONTACTS AT SHAPIROASSET.COM

Marc Shapiro

117 Con●●●●●●●ion Way

Bask●●●●idge , NJ, 07920

US

1.90●●●●3055
ms●●●●●●@shapiroasset.com

View this contact

Marc Shapiro

117 Con●●●●●●●ion Way

Bask●●●●idge , NJ, 07920

US

1.90●●●●3055
ms●●●●●●@shapiroasset.com

View this contact

Marc Shapiro

117 Con●●●●●●●ion Way

Bask●●●●idge , NJ, 07920

US

1.90●●●●3055
ms●●●●●●@shapiroasset.com

View this contact

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Skip to main content. Shapiro Asset Management, LLC. Piro Asset Management, LLC (SAM) is a registered investment advisory firm located in Mountain Lakes, NJ. Shapiro Asset provides Investment Management and Wealth Advisory Services to individuals and business entities that are personalized to the clients specific situation. Our mission is to achieve a meaningful total return with a focus on risk. Why Is Shapiro Asset Different than other Registered Advisors? What is Shapiro Asset's Investment Approach?
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1 personalized investment strategies
2 stock investment strategy
3 bond investment strategy
4 balanced accounts
5 investment process
6 portfolio
7 performance
8 ethics/fees/safeguards
9 marc shapiro bio
10 september 2013 newsletter
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Home | shapiroasset.com Reviews

https://shapiroasset.com

Skip to main content. Shapiro Asset Management, LLC. Piro Asset Management, LLC (SAM) is a registered investment advisory firm located in Mountain Lakes, NJ. Shapiro Asset provides Investment Management and Wealth Advisory Services to individuals and business entities that are personalized to the clients specific situation. Our mission is to achieve a meaningful total return with a focus on risk. Why Is Shapiro Asset Different than other Registered Advisors? What is Shapiro Asset's Investment Approach?

INTERNAL PAGES

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1

Investment Strategy

http://www.shapiroasset.com/Pages/Investment.aspx

Skip to main content. Shapiro Asset Management, LLC. We invest in companies with the following characteristics:. Trading at a discount to its historical valuation. Generate free cash flow in excess of their operational needs. Healthy balance sheet and ROE relative to industry. Positive earnings and growth. Each portfolio is diversified across S and P defined sectors, typically having exposure. Across a minimum of seven of the ten sectors. Mshapiro@shapiroasset.com 908.917.0223.

2

Bond Investment Strategy

http://www.shapiroasset.com/Pages/BondInvestmentStrategy.aspx

Skip to main content. Shapiro Asset Management, LLC. Fixed Income Investment Strategy. The emphasis of security selection is credit quality and predictability of cash flows. Securities issued by the U.S. government and its agencies will constitute a majority of the fixed. Tax efficiency is also considered and the relative value of tax-free versus taxable securities is monitored. Only investment grade or insured. Tax free securities are selected. The fixed income sector is typically laddered.

3

Investment Process

http://www.shapiroasset.com/Pages/InvestmentProcess.aspx

Skip to main content. Shapiro Asset Management, LLC. Discount to historical valuations. Strong free cash flow. Replacement by more attractive security. Mshapiro@shapiroasset.com 908.917.0223.

4

Balanced Accounts

http://www.shapiroasset.com/Pages/BalancedAccounts.aspx

Skip to main content. Shapiro Asset Management, LLC. Balanced Account Investment Strategy. Our objective is to provide investors the opportunity to achieve long term capital. Appreciation in equities, while offsetting the inherent volatility of equities with the. Predictable income stream of fixed income. Over time our balanced portfolios should provide returns and volatility between. Those of a pure equity and a pure fixed income portfolio. The three aspects of a balanced strategy include:.

5

Fee Structure

http://www.shapiroasset.com/Pages/FeeStructure.aspx

Skip to main content. Shapiro Asset Management, LLC. Shapiro Asset believes it is imperative to maintain high standards of personal and professional conduct. Confidentiality is an important component of SAM's code of ethics. Never will personal information be shared with anyone else unless the client approves. Shapiro Asset has fail/safe controls over your money. First, all your money is held by an independent custodian, normally TD Ameritrade Institutional. Assets in and out of their portfolio.

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Skip to main content. Shapiro Asset Management, LLC. Piro Asset Management, LLC (SAM) is a registered investment advisory firm located in Mountain Lakes, NJ. Shapiro Asset provides Investment Management and Wealth Advisory Services to individuals and business entities that are personalized to the clients specific situation. Our mission is to achieve a meaningful total return with a focus on risk. Why Is Shapiro Asset Different than other Registered Advisors? What is Shapiro Asset's Investment Approach?

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