Shardd Holdings Ltd. manages portfolios with a commitment to due diligence and risk controls. The firm creates a collaborative investment strategy where our mission is single-minded: we are focused on providing objective, customised advice. We specialise in providing independent assessments and exclusive investment recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.
Our firm is dedicated to providing exceptional investment management services by customising financial advice, highly personalised investment strategies, and disciplined management to capture opportunity while minimising risk. Our company is based on offering objective perspective, personalised planning, and sophisticated investment management to individual investors and families as well as pension plans and foundations.
As we continue to grow and look to the future, Shardd Holdings Ltd. is committed to remaining a trusted and unbiased resource for our clients. Our principle mission is to create a better financial future for our clients by carefully managing their investment portfolios. We are passionate about our work and intensely focused on performing at the highest levels. Our success requires that we out-think and out-work our competitors. We prize strong subject matter expertise and an insatiable appetite to learn.
At Shardd Holdings Ltd. we see ourselves as a partner in our client’s financial lives. Our management services are aimed at serving our client’s best interests. Every client has unique needs and we offer a personalised and engaging approach to learning about your needs and building a plan to help you meet them. We take time to educate our clients about investing and financial planning so that they understand the decisions they’re making. Our firm provides straightforward investment advice without confusing charts or technical jargon. We work tirelessly to create winning strategies for our clients.
We invest in what makes a difference for clients, not just what attracts them. By knowing what to expect, we hope you’ll find it easier to stick to your plan in times of high emotion and uncertainty in the markets. Shardd Holdings Ltd. invests in a variety of equities and bonds on a global scale. Our investment strategies are mainly focused on the US and European markets. The company’s main areas of expertise are:
You worked hard to earn your money, we work hard to protect and grow it. Shardd Holdings Ltd. focuses on the following three functions:
Investment Strategy and Measurement: We work with you to understand what you are trying to accomplish. Then, we develop the right investment strategy to achieve your goals given your risk tolerance and unique circumstances. Along the way, we show you how you are doing with comprehensive, institutional-quality performance reporting, liquidity monitoring, and cash flow modeling.
Implementation: We handle all the details for you including manager implementation, capital calls, and cash movements.
Wealth Strategies: Your investment strategy is not complete without considering the impact of taxes. We work with you to ensure that we can maximise your after-tax investment returns by helping you manage custom strategies in asset location, estate planning, and charitable giving.
Approximately 75% of Shardd Holdings Ltd. assets are managed on behalf of high net worth individuals.
Shardd Holdings Ltd. seeks to generate above-average, risk-adjusted absolute rates of return for clients. Central to Shardd Holdings Ltd. investment methodology is the combination of fundamental analysis and portfolio management with a pro-active approach to trading; resulting in a greater liquid return for our investors.
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