Shikiar Asset Management Inc.

Our Firm 

Shikiar Asset Management, Inc. is a 100% employee-owned New York based registered investment advisor. We seek to provide optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market tested experience.

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Our Philosophy 

We utilize an opportunistic approach to markets while simultaneously managing downside risk. We emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Our investment philosophy allows us to seek investments in companies from anywhere along the capital structure. 

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Our Client Services

Our clients include high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. We are both an investment manager and a trusted adviser. We maintain strong relationships with client accountants, lawyers, business managers, trustees and investment consultants. Such personal attention has resulted in limited client turnover in the firm’s 20+ years of existence.

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What Differentiates Us?

Thoughtful Leadership

Our investment team has an average of 25-years of market tested experience through various cycles providing a steady output of innovative ideas and investing opportunities during both stable and volatile market conditions.

Consistent and Methodical Investing 

We have remained single-minded in our fundamental approach to core investing since the inception of the firm. We have maintained a disciplined and systematic investment philosophy which aims to preserve capital in declining markets and achieve long-term positive rates of return in rising periods.        

Risk Management

Since preservation of capital is paramount to our investors, we adopt a focused and rigorous approach to risk through an exhaustive due diligence process and adhere to strict investment disciplines enabling meaningful downside protection.    

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Meet Our Leadership