Sheptoff
Investment Group llc

Sector and Hard Asset Investing

Retirement Management

Investment and Estate Protection

Precious Metal & Numismatic Portfolios

Energy - Alternative Energy - Precious Metals - Industrial Metals

Agricultural Products - Basic Materials - Equipment - Forest Products

Water (Blue Gold) - Currencies - Bullion Coins - Rare Coins - Utilities

Real Estate Investment Trusts - Emerging Markets

Life Insurance Reviews

Our Team:

Kenneth Sheptoff, CEO

William M. Swayne II, MBA, CLU, ChFC, CFP

Member of the Sheptoff Investment Group LLC Advisory Board. Expertise in Private Equity, Global Real Estate, and Tenant In Common solutions. Current position in Sheptoff Investment Group LLC is Senior Counsel in the above categories. Other affiliations include CEO of WMS Financial Planners, Inc. and Chairman of Accredited Solutions, LLC. Mr. Swayne has thirty-five years of Wall Street experience, and is the founding member of the national Tenant In Common Association.

Attorney Jeff Pearson, CLU

Member of the Sheptoff Investment Group LLC Advisory Board. Expertise in Estate Planning, Business Planning and Insurance Planning. Current position in Sheptoff Investment Group LLC is Senior Counsel in the above categories. Focus being on life insurance and trust reviews. Attorney Pearson has thirty-two years’ experience in the insurance and estate planning arena. Other current affiliations include Counsel to the Daly Insurance Brokerage Services, LLC.

Greg Fradette and Michael Carlson

Members of the Sheptoff Investment Group LLC Advisory Board. Expertise in finance and insurance with specialization in property and liability insurance, workers compensation, loan collaterals, risk management, OSHA compliance, workplace safety, health performance, bonding, data breeches, HIPPA security, error and omissions and ERISA. Current positions in Sheptoff Investment Group LLC are both Senior Counsel on the Sheptoff Advisory Board. Other affiliations include principals of the Fradette Carlson Sorey Agency with both having over forty years of combined professional experience.

Donald Dee

Member of the Sheptoff Investment Group LLC Advisory Board. Don is Director of the Financial Services Division of Rare Coins of New Hampshire. Established in 1990, RCNH has over a century of combined staff experience. RCNH services a sophisticated clientele with unrivaled expertise and award winning consumer protection practices. RCNH provides investor services in rare coin portfolio selection, liquidation, evaluations, portfolio management, gold and silver bullion placements, and appraisals. RCNH has been the proud recipient of the coveted Krause Customer Service Award for Excellence in consumer relations and is a member of the most prestigious and exclusive consumer protection organization in the industry, the Professional Numismatic Guild.