Shalom Global Capital Group LLC

Shalom Global Capital Group provides comprehensive portfolio management and financial planning to a small client base comprising high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Services include discretionary asset management, family office services with tailored planning, and the selection or oversight of third-party money managers when appropriate.

The firm applies a multi-method investment process—covering fundamental, technical, quantitative, qualitative and cyclical analysis—and uses a broad set of strategies, including ETFs, alternative investments, structured products, leveraged ETFs, options (including covered calls), and short sales. Accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing, and portfolios can be customized to client objectives and restrictions.

What is distinctive is the firm’s scale and client mix: it manages roughly $35 million across only five clients and imposes a $10 million minimum for its Family Office service, reflecting a highly concentrated, bespoke practice; serving charitable organizations is another uncommon feature for firms in this peer group. The firm’s routine use of complex and alternative investment strategies and its documented due diligence on third-party managers also stand out relative to similarly sized independent advisers.