Shikiar Asset Management, Inc. is a 100% employee-owned New York based registered investment advisor. We seek to provide optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market tested experience. We utilize an opportunistic approach to markets while simultaneously managing downside risk.
We emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Our investment philosophy allows us to seek investments in companies from anywhere along the capital structure. Our clients include high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios.
We emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Our investment philosophy allows us to seek investments in companies from anywhere along the capital structure. Our clients include high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios.
Services
Shikiar's investment philosophy is predicated on the belief that over the long-term, equities will trade based on their underlying fundamentals. Companies that consistently generate profitable growth and free cash flow, as well as, having strong management teams that have shown to skillfully redeploy that cash flow, will over the long-term generate superior returns for investors.
Mr. Shikiar founded Shikiar Asset Management Inc. in 1995 and is the firm's Chairman and Chief Investment Officer. The firm is a registered investment advisor catering to high net worth individuals, families and tax-exempt institutions, and is based upon the investment philosophy and processes cultivated by Mr. Shikiar over his 35+ years of managing investment portfolios.
We are committed to providing our investors with the highest level of client service and transparency. Investors are kept thoroughly informed about activities in their portfolio through trade confirmations and monthly brokerage statements sent to them by their third-party custodians.
On a quarterly basis, investors receive our firm's economic and market overview as well as an in-depth portfolio review, which contains performance for the quarter and the year-to-date period and annualized and total returns since inception.
On a quarterly basis, investors receive our firm's economic and market overview as well as an in-depth portfolio review, which contains performance for the quarter and the year-to-date period and annualized and total returns since inception.
Shikiar Asset Management is a New York City based independent Registered Investment Advisor (RIA) with an investment team that has an average of 25-years of investment experience. We offer our investors separately managed accounts in the pursuit of consistent, positive, risk adjusted investment returns while maintaining downside protection.
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