Shapherd Kaplan LLC
Shepherd Kaplan Krochuk LLC is a leading independently owned SEC-registered investment advisory firm, boasting over 25 years of experience in delivering fiduciary management and investing services, with more than $9.7 billion in assets under management. The firm combines a talented team of professionals with advanced technology to meet the unique needs of its private clients, offering institutional capabilities alongside boutique-quality client service.
Specializing in wealth management and asset management, Shepherd Kaplan Krochuk LLC focuses on providing a wide variety of services without offering legal or tax advice, for which licensed professionals should be consulted. The firm prides itself on its deep bench of expertise and commitment to client satisfaction.
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