Anne Bandy's Contact Details

Anne Bandy's Company Details

Shoker Investment Counsel, Inc.

Oxford, OH, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Founded in 1990, Shoker Investment Counsel, Inc. has been a fee-only money manager from its inception. We currently manage over $160 million in assets for individuals, families, corporations and pension plans. We primarily use a combination of individual stocks, bonds and low-cost exchange traded index funds to construct tax-efficient portfolios. As a registered investment advisor, we are held to the fiduciary standard and do not sell products or collect commissions. Client's assets are held at an independent custodian. You will always have online access to your accounts and receive separate reporting and statements produced and sent to you by the custodian.We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Whether it is about managing your portfolio, securing income, or a broader range of wealth management services, we strive to simplify your financial life and help you meet your short and long term goals. Our experienced team works with you to understand your specific objectives and create solutions individually tailored to your needs. Everything from setting financial targets, securing income, updating your risk profile to managing family wealth dynamics, we'll help you be prepared for all of life's stages. By keeping a small number of clients per advisor, you can be assured that your portfolio is getting the attention it deserves during these periods of economic and market uncertainty. Your specific objectives will drive your solution. Partnering with Shoker Investment Counsel, Inc. will give you a clear vision of your financial situation and allow you to spend your time focusing on what is important to you.