Shuttleworth & Company

Shuttleworth & Company provides investment advisory services primarily to individuals — including high‑net‑worth clients — and to pension plans, charitable organizations, and other entities with long time horizons. The firm delivers continuous portfolio management on a discretionary basis, retirement rollover advice, and the option to manage held‑away accounts such as employer‑sponsored retirement plans and 529 college savings accounts under a separate arrangement.

The firm follows a balanced, long‑term investment strategy that combines equities, fixed income, mutual funds, ETFs and selective use of derivatives, with both fundamental and technical analysis informing decisions. It also employs tactical techniques for concentrated positions (notably a cashless collar using covered calls and protective puts) and performs regular, typically quarterly, account reviews while acknowledging fiduciary duties on rollover recommendations.

Distinctive features compared with many peers include the firm’s use of client testimonials in advertising and its small, two‑advisor ownership structure that emphasizes professional credentials (CFA, CPA, ChFC, CLU) among its personnel. Shuttleworth & Company also offers held‑away account management via a third‑party platform with a separate fee schedule and explicitly discloses and manages conflicts of interest related to retirement plan rollovers.