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Shikiar Asset Management Inc.
(“Shikiar”) is an independent registered investment advisor, based in New
York City. Since 1995, Shikiar has offered a wide range of investment
counseling services primarily to high net worth individuals, families, and
tax-exempt institutions both domestically and internationally. All portfolios
are separately managed, allowing for customization according to each client’s
specific financial goals and objectives.
The firm was founded by Stuart Shikiar and is based upon the investment
philosophy and process he has developed and refined over four decades of
investment experience. Stuart began his career as a research analyst then
portfolio manager at Wertheim & Co. prior to becoming the Chief
Investment Officer of Prudential Securities Investment Management in the
mid-1980’s, overseeing in excess of $2 billion in assets. He later joined Omega
Advisers, a $5 billion hedge fund, as a portfolio manager and partner, prior
to forming his own investment management firm. It is the in-depth, bottom-up
individual company research Stuart has performed throughout his entire career
that serves as the foundation of our team’s investment process.
It is important to note that over the past four decades, the investment
professionals at Shikiar have managed client portfolios through the myriad of
economic, political, and financial events that have both positively and
negatively impacted the equity and bond markets. It is the team’s depth of
investment knowledge and long portfolio management experience through nine
U.S. presidents, stagflationary periods,
inflationary periods, the longest economic bull market in U.S. history, as
well as several recessions and bear markets, that
enables Shikiar to best serve its clients through all types of markets and
economic scenarios.
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