We are registered with the Central Bank of Uruguay as an Investment Advisor. We are required by Uruguayan regulation to provide the following information:
Regulation is important to assure that consumers are protected but, to us, it´s just the minimum. At Shellman Wealth, we strive to meet international best practices set by the CFA Institute. We have adopted the CFA Asset Manager Code. We encourage all of our professional staff to complete the Chartered Financial Analyst® certification program, which is the international gold standard for investment professionals worldwide.