Sam Shehu at Shehu Asset Management, LLC
Sam Shehu; Investment Advisor at Shehu Asset Management, LLC
Active management approach and process that operates within parameters somewhere between that of a classic Financial Advisor and a sophisticated Hedge Fund.
-Flexibility to exit when the market drops instead of participating with the loss.
Each portfolio is designed to seek returns in both up and down markets – using equities and ETF’s combined with an Option Writing overlay component.
Goals based Financial Planning powered by Monte Carlo Simulation to generate retirement scenarios and provide a probability of success.
-Stress tests portfolio by simulating 1,000 market environments (both up/down).