Sharkey, Howes & Javer
Sharkey, Howes & Javer (SHJ Wealth Advisors) is a Denver-based, fee-only registered investment adviser and financial planning firm founded in 1990. With a multi-generational team of Certified Financial Planners, the firm provides comprehensive financial planning, investment management, retirement, estate, and education planning for high-net-worth individuals and families. As a commission-free, fiduciary adviser, SHJ Wealth Advisors focuses on crafting customized plans tailored to individual client values and goals, aiming to serve clients across stages of life. The firm has around 13 employees and manages assets for over 225 high-net-worth clients.
Investment Strategy
SHJ Wealth Advisors employs a holistic and client-centered investment approach centered around personalized portfolio design and implementation. The strategy prioritizes asset allocation informed by macroeconomic analysis, taking into consideration global trends and risks. Portfolios are custom-tailored according to client risk tolerances, emphasizing diversified exposure to stocks, bonds, and, when appropriate, alternative assets such as real estate and commodities. The selection process incorporates third-party research to evaluate mutual funds and ETFs using criteria such as manager tenure, expense ratios, risk metrics, and historical performance. SHJ Wealth Advisors continuously monitor portfolios, staying adaptive to market changes and responsive to client needs. As a fee-only fiduciary, the firm provides unbiased, commission-free advice aligned with client interests and long-term goals.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.36% | $57.3M | 85,541 | $423.87 | $669.30 | +$7.5M |
D DYNF | BLACKROCK ETF TRUST | 7.12% | $55.4M | 935,507 | $48.01 | $59.20 | +$9.8M |
I IUSB | ISHARES TR | 6.59% | $51.3M | 1,097,828 | $48.16 | $46.71 | -$8.9M |
Q QUAL | ISHARES TR | 6.58% | $51.2M | 263,271 | $141.86 | $194.50 | -$4.1M |
I IVW | ISHARES TR | 5.08% | $39.5M | 327,477 | $93.29 | $120.72 | +$4.1M |