We believe that every investor deserves a personalized approach for managing assets. With our individualized strategies and our constant attention to the assets, we help our clients navigate towards the realization of their financial goals. Find out about what we do here at Sheeley & Partners and what services we can provide to help you manage your financial future.
Services
A voyage that begins with our professional commitment to helping you reach your financial objectives. We partner with our clients to help them navigate from where they are now, through the ebbs and flows of the financial market, to the realization of their financial goals. Hence the name, Sheeley & Partners Wealth Management.
Prior to the establishment of Sheeley & Partners Wealth Management, Mr. Sheeley was a co-founder and Senior Portfolio Manager with Phoenix Investment Management in Providence, RI. His responsibilities included being a member of the Investment Policy Committee and managing the portfolios of both individual and institutional clients.
To help you realize your investment goals, we offer a wide spectrum of investment management strategies. Our investment strategies are forged from experience; strong enough to prevail against adversity, yet flexible enough to catch the winds of fortune. Whether your priority is safety of principal or maximum sustainable growth, we're fully prepared to take you exactly where you want to be.
Sheeley & Partners Wealth Management("Sheeley & Partners") is an SEC registered investment adviser located in Providence, Rhode Island. Sheeley & Partners and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Sheeley & Partners maintains clients.
Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of common stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs). Our investment process has always been founded on analytical thinking.
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