Shikiar Asset Management Inc.
Our Firm
Shikiar Asset Management, Inc. is a New York City–based independent RIA, 100% employee-owned and founded in 1995. With an investment team averaging over 25 years of experience, we offer our clients separately managed accounts focused on consistent returns and downside protection. Our clients include high net worth individuals, families, trusts, foundations, and tax-exempt portfolios.
Our Philosophy
Our investment philosophy is first and foremost the preservation of capital. Clients who engage us aim to thoughtfully increase portfolio growth over a multi-year period with as little volatility as possible. To achieve this, we employ careful asset allocation, prudent security selection and a strict adherence to investment disciplines.
Our Services
As both investment manager and trusted advisor, we provide a true white-glove experience—going above and beyond to meet each client’s unique needs. We coordinate closely with accountants, attorneys, trustees, and other advisors to ensure a seamless, thoughtful approach. This has fostered deep, enduring client relationships for over three decades.
What Differentiates Us?
Thoughtful Leadership
Our investment team has an average of over 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 & 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 seeking 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
Stuart A. Shikiar
Co-Chief Executive Officer, Chief Investment Officer
Samuel M. Shikiar, CFA
Co-Chief Executive Officer
Diane M. McDermott
Partner, Chief Compliance Officer / Operations Manager
Lockwood T. Sloan, CFA
Partner, Chief Operating Officer
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