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Institutional Money Management

SHPWealthManagement_logo_hz_SHP Financial is committed to the power of complete portfolio management and controlling the fees that it takes to invest and sustain the stock market portion of our client’s financial plan. SHP Financial's Investment Advisor Representatives are able to manage our clients' assets by utilizing the direct equity strategies that take advantage of dividend/blue chip stocks while not paying the hidden fees of mutual funds on the retail side. This approach is called Institutional Money Management.

If you would like a stress test on your portfolio or to find out if you are paying hidden fees, please call and schedule a complimentary consultation at 1-800-227-7777 or click here.

Complimentary Guide

"Mutual Funds: The Good, the Bad, and the Fine Print"


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Because your future and your retirement depends on independent unbiased financial planning.