Shrier Associates, LLC

Richard Shrier is a ChFC® with over 21 years of experience in the financial industry. He has been self-employed since 2002 and has worked at Shrier Associates, LLC since 1988. Shrier serves as vice-chair of the investment committee and board member for the Union for Reform Judaism, as well as a board director and investment committee member for the Reform Pension Board. Shrier Associates serves individuals, trusts, estates, pension and profit-sharing plan sponsors, corporations, businesses, and non-profit entities with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and assets-under-advisement services. The firm builds customized, primarily long-term portfolios using low-cost mutual funds and ETFs alongside REITs, limited partnerships, and individual securities, while retaining the ability to make tactical reallocations when warranted.

Isaac Pino is a financial advisor at Shrier Associates, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Huckleberry Capital Management, Redwood Valuation Partners, and CDC Management Corp. Outside of his advisory role, he serves as CFO of Fern Leaf Interactive, a software company focused on using climate data for community resilience planning. Shrier Associates serves individuals, trusts, estates, pension and profit-sharing plan sponsors, corporations, businesses, and nonprofit entities, providing portfolio management, financial planning, and pension consulting services. The firm manages approximately $77.6 million across about 149 client relationships and employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and selective alternative investments.

Robert Tamkin is a ChFC® credentialed financial advisor with 24 years of experience at Shrier Associates, LLC, where he has worked since 2002. He also operates a sole proprietorship focused on life and health insurance product sales and advisory services. Shrier Associates serves individuals, trusts, estates, pension and profit-sharing plan sponsors, corporations, businesses, and non-profit entities, providing portfolio management, financial planning, pension consulting, and assets-under-advisement services. The firm manages approximately $77.6 million across about 149 client relationships, using customized, primarily long-term portfolios with a range of investment options and tactical flexibility.