Our Historic Expertise:

Our Historic Professional Expertise Has Been In The Following Areas:

  • Investment Advisory Services
  • Wealth Management
  • Estate Planning
  • Financial Planning
  • Pension and Retirement Planning
  • Portfolio Management
  • Corporate And Business Mentoring
  • Estate Protection
  • Investment Protection
  • Alternative Long Term Care Packages
  • Life Insurance Policy Reviews and Audits
  • Sector Portfolio Development
  • Hard Asset and Tangible Asset Portfolios
  • High Yield Closed End Bond Portfolios
  • Global Investing
  • Real Estate Investment Partnerships and Trusts
  • Closed-End-Trust Portfolio Management
  • Taxable Bond Portfolios
  • Tax Free Municipal Bond Portfolios
  • Master Limited Partnerships
  • Annuities - Index, Variable, Fixed
  • ETFs/ETN Portfolio Management
  • Managed Futures
  • Mutual Fund Portfolio Management
  • 401K Plans
  • 403B Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Public and Private Partnerships
 

Sheptoff Investment Group LLC
P.O. Box 271800, West Hartford, CT 06127
Telephone: 860-461-9298 Toll Free: 1-800-984-7437
Email: info@sheptoff.com    www.Sheptoff.com