Wellington Shields Capital Management, LLC

Investment Strategy

Wellington Shields Capital Management employs a personalized and comprehensive wealth management approach, leveraging both active and long-term investment strategies. The firm tailors portfolios to client-specific objectives by combining equity, fixed income, and alternative investments, focusing on capital preservation, risk management, and long-term value creation. As a largely employee-owned business, Wellington Shields aligns its interests with clients and utilizes advanced technology and research to inform its disciplined decision-making. The company invests alongside its clients and adapts strategies to changing market conditions, prioritizing transparency, independence, and client trust throughout the investment process.