75 years of combined experience investing on behalf of our clients

Our focus

The Sheresky brothers invest money for high-net-worth individuals, hedge funds, private equity investors and private companies. The business is part transactional (stock selection and fixed income) and part managed money (discretionary utilizing outside money managers). We develop custom solutions for our clients, knowing that no two clients are the same.

Our focus when investing on behalf of our clients is managing risk, stock selection, fixed income strategies and portfolio construction. Our 36 years in the investment business have produced many valuable relationships which we leverage for our clients.

RBC Wealth Management’s robust platform and “client first” culture is the perfect place for our team.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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