Investment Management

You don't have time to micromanage all your investments. Let the advisors at Shepherd Financial help you with the following:

Portfolio Management
Our advisors listen to your goals, suggest strategies to meet them, and monitor your portfolio to proactively spot future opportunities: managing your portfolio exactly the way you would and helping maximize your probability of success.

Investment Reporting
Our advisors provide clear, trustworthy, and timely investments reports which encourage clients to focus on securing their financial future in partnership with Shepherd Financial.

eMoney
Shepherd Financial has the ability to aggregate all of your accounts on a daily basis - giving you the ability to view all your financial information within a single, secure place. eMoney is an interactive platform that helps organize your financial life with your own digital wealth management portal.

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