Sheikh Investments, Inc.

Sheikh Investments provides portfolio management, financial planning, and consulting to a mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, trusts, charitable institutions, and advisory firms. The firm offers ongoing investment supervisory services and modular planning on topics such as retirement, tax considerations, cash flow, and estate planning, and advises across a broad set of instruments including exchange‑listed and OTC equities, corporate and municipal debt, options and futures, and partnerships in real estate and oil and gas.

Accounts are typically managed on a non‑discretionary basis after investment adviser representatives gather detailed information and, where appropriate, document client objectives and restrictions in an Investment Policy Statement. Sheikh Investments uses a blend of fundamental, technical, cyclical and volatility analysis — including back‑testing and option overlay strategies — to set entry and exit points and to monitor portfolio risk, with supervision tied to stated objectives and tax considerations.

What is distinctive for a small, state‑registered firm with roughly $100.8 million in non‑discretionary assets across 146 clients and a two‑advisor team is the roster of uncommon institutional client types it reports serving — including sovereign wealth funds, banks or thrifts, state and municipal governments, insurance companies, and other investment advisers. The brochure also discloses that some representatives are licensed insurance agents who may sell commission‑based insurance products, a relationship the firm identifies and addresses as a potential conflict of interest.