Shayne & Jacobs, LLC

The firm provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and businesses, and it will accept consultation-only engagements in special circumstances. It generally positions itself as an investment manager rather than a comprehensive financial planner and expects clients to have a long-term investment horizon.

Investment decisions are driven by fundamental analysis and a long-term orientation, with a concentration approach that holds a relatively small number of securities alongside U.S. Treasury debt, money-market investments, and funds when appropriate; the firm also uses AI tools to gather data. Accounts are managed on a discretionary basis, clients may impose restrictions, and the firm identifies and treats certain assets as “special holdings” for which it does not provide regular, continuous management.

Noteworthy aspects include a small advisory team overseeing several hundred million dollars in discretionary assets and a recent merger and ownership consolidation that left one principal in control; the brochure discloses legacy billing arrangements for predecessor accounts and the potential conflicts those differential billing practices create. The firm also discloses that an affiliated person holds a Tennessee law license without providing legal services to firm clients, and it documents a research staffing mix that includes a long‑tenured analyst and a recent hire with an academic Ph.D., which is atypical for a firm of this size.