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OUR team


"Great things in business are never done by one person.  They are done by a team of people."

- Steve Jobs

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OUR team


"Great things in business are never done by one person.  They are done by a team of people."

- Steve Jobs

MEET THE TEAM

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our story


"The past, the present and the future are really one.  They are today."

- Harriet Beacher

our story


"The past, the present and the future are really one.  They are today."

- Harriet Beacher

ShellmanWealth was founded by the company´s executive director, Stephanie Shellman, in 2002. Originally, the company was named AspenInvest, named after Stephanie´s home town in Aspen, Colorado.

From its beginning, ShellmanWealth´s goal has been to develop an alternative to the traditional banking and broker sales commission model for HNW families and professionals in Uruguay. This alternative, that of the fee based fiduciary investment advisor, has been a standard in more transparent financial markets such as the US. However, even today, it is relatively unknown in Uruguay and Latin America.  

ShellmanWealth is registered as an Investment Advisor with the Central Bank of Uruguay.

Compliance info

Our Values


"Successful investment professionals are disciplined and consistent and they think a great deal about what they do and how to do it."

- Benjamin Graham

Our Values


"Successful investment professionals are disciplined and consistent and they think a great deal about what they do and how to do it."

- Benjamin Graham

CLIENT FIRST

We believe that our clients come first, before ourselves or our suppliers.

We work hard to minimize our clients´ time and worry when it comes to their investments.

 

 

PROFESSIONALISM

We believe that Investment management is a professional endeavor.

We push ourselves to continually improve ourselves and our processes with the objective of better serving our clients.

INTEGRITY

We are honest and transparent with ourselves and our clients.

When we make a mistake, we are quick to recognise it, make it right and then learn from it.

FOCUS

We are careful to work with clients who share our values.  

We would rather be the best solution for a select group of clients, than an average provider to many.