Shepherd Kaplan (SK) offers investment advice to institutions, private clients, and charitable foundations. SK helps clients with investment policies, asset allocation, manager searches, and performance monitoring. For private clients, SK acts as their Chief Investment Officer, providing investment-related information and advice necessary to assist them in achieving their financial goals. SK also offers family office services, including tax planning coordination and wealth transfer analysis.
Fee Structure
Shepherd Kaplan's compensation is derived from a percentage of revenues collected for investment advisory services provided to its clients. Clients may also pay fees to custodians, broker-dealers, and investment managers. Clients with investments in private funds will normally be subject to management fees and other expenses of the private fund.