Start here to learn about First Shelbourne

Welcome. I'm Chris, the President and Founder of First Shelbourne. I launched this firm in 2022 with a clear mission: to deliver honest, high-quality investment management without the inflated fees. As a fully independent advisor, I'm not tied to any big firm, which means I work solely for you, not a corporate bottom line.

The heart of this firm’s approach is simple: protect your wealth and grow it steadily. Whether you're a conservative investor seeking steady monthly income in retirement or prefer a growth-oriented portfolio focused on long-term appreciation, I can design a custom portfolio aligned with your financial goals.

A little about this company:

• Fully licensed and insured. Yes, many investment advisors are out there operating without a license and no insurance. 
• Low fees. I charge an annual assets under management (AUM) fee of 0.50%, compared to the industry standard of 1%. This lower fee allows more of your money to stay invested and working for you. That’s especially important during periods when markets are flat or declining, because in those environments, a higher 1% fee can significantly impact your long-term returns.
• No high-fee mutual funds. These are never purchased within your account. Most of them underperform their respective index.
• No commissions. Being free of commissions ensures that you are placed in the lowest-cost investments that are best for you, not some advisors bottom line.
• No hidden fees. Many firms charge platform fees. What are these? Who knows. Many times it's an added 0.30% fee that appears in your statement. 
• No speculative products. There has been an explosion of speculative ETFs, like leveraged, inverse, and buffer products. This company steers clear of those.