We are global capital markets investment managers with decades of financial experience, specializing in globally balanced, diversified custom portfolios. We offer a single investment mandate: a globally balanced portfolio of stocks, bonds and alternative investments (e.g., commodities).
In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.The success of our firm is inextricably linked to our ability to deliver for clients. Since 2000, we've worked closely with clients to create custom portfolios that grow and preserve wealth for generations.
In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.The success of our firm is inextricably linked to our ability to deliver for clients. Since 2000, we've worked closely with clients to create custom portfolios that grow and preserve wealth for generations.
Services
Shaunessy Investment Counsel is a boutique firm operated by, established professionals who share a commitment to providing clients the best possible experience in the financial markets. For Terry, Shaunessy Investment Counsel (SIC) is the culmination of a lifetime of experience.
After more than 20 years of investing on behalf of institutions and other large clients, Terry created this private company to provide highly specialized and top-tier service tailored to the needs of a select group of clients.Terry has held executive senior positions with HSBC Asset Management and Gordon Capital.
After more than 20 years of investing on behalf of institutions and other large clients, Terry created this private company to provide highly specialized and top-tier service tailored to the needs of a select group of clients.Terry has held executive senior positions with HSBC Asset Management and Gordon Capital.
Previously only available to a select clientele with mandates in excess of $5 million, SIC's diversified and balanced ETF portfolios are structured to achieve long-term growth and limit risk in the tried-and-true style of a pension plan.
Echelon clients with portfolios of $150,000 or more can now invest in a SIC Global Multi-Asset Portfolio - the very same investment strategy implemented on behalf of SIC's institutional clients on Echelon's SMA platform.Contact your Echelon Advisor to learn more about SIC Global Multi-Asset Portfolios.
Echelon clients with portfolios of $150,000 or more can now invest in a SIC Global Multi-Asset Portfolio - the very same investment strategy implemented on behalf of SIC's institutional clients on Echelon's SMA platform.Contact your Echelon Advisor to learn more about SIC Global Multi-Asset Portfolios.
We offer a single investment mandate: a globally balanced portfolio of stocks, bonds and alternative investments (e.g., commodities). In our experience, only a well-diversified portfolio of high-quality equity and fixed-income investments can provide both long-term growth and income with well-managed risk.
Shaunessy Investment Counsel Inc. claims compliance with the Global Investment Performance Standards (GIPS). Shaunessy Investment Counsel Inc. (SIC) is an independent investment management company dedicated to managing multiple asset portfolios on behalf of families and institutional clients.
SIC is registered as a Portfolio Manager and has been since 2001 with the Alberta Securities Commission, British Columbia Securities Commission, Ontario Securities Commission, and Yukon Securities Commission.The SIC Multi Asset Family Composite and SIC Multi Asset Institutional Composite are designed to accurately represent historical portfolio returns and volatility over time.
SIC is registered as a Portfolio Manager and has been since 2001 with the Alberta Securities Commission, British Columbia Securities Commission, Ontario Securities Commission, and Yukon Securities Commission.The SIC Multi Asset Family Composite and SIC Multi Asset Institutional Composite are designed to accurately represent historical portfolio returns and volatility over time.
Episode 13 - In this Shaunessy Podcast Short, James talks about PE multiples and their use in evaluating the equities asset class. Episode 12 - In this Shaunessy Podcast Short, James defines market capitalization and how it applies to indices. Episode 11 - In this Shaunessy Podcast Short, James discusses volatility and why it is not necessarily a bad thing.
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