Shepherd Kaplan LLC is an independent Investment Advisory firm providing consulting, educational and investment management services to institutional and private investors.

We believe…

  • in partnering with our clients to add value to investment management, financial decision making, and all fiduciary responsibilities.
  • that transparency in all financial matters is the key to successfully empowering our clients to achieve their financial objectives.
  • that education, both learning and teaching are the seeds that let our relationship prosper.

We are passionate about…

  • independence and freedom from conflicts of interest.
  • the integrity of our research and analysis.
  • after-tax performance as the true measure of results.

We are skeptical…

  • of conventional wisdom and choose to focus on those elements of wealth management that are truly controllable.