Business Details
31 Years
experience
Your Trusted Financial Advisers in New York
Shikiar Asset Management is a 100% employee-owned registered investment advisor based in New York City. Our firm was founded in 1995 with a singular focus on capital preservation and long-term wealth growth through disciplined investment strategies. Our team of investment professionals brings an average of 25 years of market-tested experience, navigating diverse economic cycles to deliver consistent, risk-adjusted returns. We specialize in separately managed accounts tailored to high net worth individuals, families, trusts, foundations, and tax-exempt portfolios. Our investment philosophy emphasizes fundamental analysis, rigorous due diligence, and strategic asset allocation across global markets. We maintain close partnerships with top-tier wealth advisory professionals, including accountants, lawyers, and trustees, to provide comprehensive financial solutions.Our commitment to transparency is demonstrated through quarterly portfolio reviews, detailed performance reporting, and direct communication with third-party custodians. With over 30 years of client relationships and minimal turnover, we have built a reputation as trusted advisors prioritizing client needs above all else. Our proprietary research process identifies undervalued opportunities while maintaining strict risk management disciplines to protect capital during market downturns. This enduring approach has allowed us to consistently deliver value to clients through changing market conditions while maintaining our core principles of thoughtful investing and client service excellence.
Services
Investment Management
Wealth Planning
Portfolio Customization
Risk Management
Strategic Income Strategy
Details
- Year established: 1995
Highlights and features
- Our investment team has 25+ years of market-tested experience
- 100% employee-owned structure aligns with client interests
- Proven risk management approach protects capital during downturns
- Personalized portfolio customization for unique client needs
- 30+ year track record with minimal client turnover
Services
Investment Management
Our core investment management service focuses on building diversified portfolios through rigorous fundamental analysis. We employ a disciplined approach to security selection across global markets, emphasizing companies with strong fundamentals and growth potential. Our team continuously monitors market conditions to adjust allocations while maintaining strict risk controls to protect client capital.
Wealth Planning
Comprehensive wealth planning services integrate investment management with strategic financial guidance. We work closely with clients and their professional advisors to develop customized plans addressing long-term goals, tax efficiency, and estate planning needs. Our approach emphasizes intergenerational wealth transfer and sustainable portfolio growth.
Risk Management
Our risk management framework incorporates extensive due diligence and diversification strategies to mitigate downside risk. We maintain strict investment disciplines and regularly stress-test portfolios against various market scenarios. This proactive approach helps preserve capital during market downturns while positioning portfolios for growth in favorable conditions.
Strategic Income Strategy
This specialized strategy seeks to deliver consistent income with capital preservation through multi-asset allocation. We combine fixed income securities with high-conviction equity investments to create balanced portfolios that outperform inflation while maintaining lower volatility compared to traditional equity-focused approaches.
Portfolio Customization
We offer fully customized portfolio solutions based on individual client objectives and risk tolerance. Our approach considers unique circumstances including liquidity needs, tax considerations, and specific investment preferences. This personalized service ensures alignment with each client's financial goals and legacy planning requirements.
People
Stuart A. Shikiar
Co-Chief Executive Officer, Chief Investment Officer
Stuart A. Shikiar co-leads the firm as CIO, directing investment strategy with 25+ years of experience managing global portfolios through diverse market cycles while maintaining focus on capital preservation.
Samuel M. Shikiar
Co-Chief Executive Officer
Samuel M. Shikiar serves as Co-CEO overseeing firm operations and client relationships, bringing extensive leadership experience in investment management and a commitment to maintaining the firm's founding principles.
Diane M. McDermott
Partner, Chief Compliance Officer / Operations Manager
Diane M. McDermott manages compliance and operations, ensuring adherence to regulatory standards while maintaining the firm's commitment to transparency and client service excellence through 15+ years of financial industry experience.
Lockwood T. Sloan
Vice-President
Lockwood T. Sloan leads investment research initiatives with 20+ years of experience analyzing global markets, contributing to the firm's proprietary research process that identifies undervalued investment opportunities across capital structures.
Questions
What investment approach does Shikiar Asset Management use?
We employ a fundamental, research-driven approach focusing on long-term capital preservation and growth through rigorous security selection and strategic asset allocation across global markets.
What types of clients do you serve?
We work with high net worth individuals, families, trusts, foundations, and tax-exempt organizations requiring customized investment solutions and comprehensive wealth management services.
How does your firm manage investment risk?
Our disciplined risk management process includes extensive due diligence, portfolio stress-testing, and strict investment guidelines to protect capital while seeking consistent returns.
How often do you communicate with clients about their portfolios?
Clients receive monthly brokerage statements, quarterly portfolio reviews, and annualized performance reports with ongoing communication through their preferred custodians.
What makes your firm different from other investment advisors?
As a 100% employee-owned firm with 30+ year client relationships, we combine market-tested experience, personalized service, and a proven track record of capital preservation through various market cycles.
