Wealth Management Since 1938

Shufro, Rose & Co. is an independent asset management firm that has been investing, protecting, and building the wealth or our clients since 1938. Our primary focus is to produce superior long-term investment results.

75 Years

On May 17, 2013, Shufro, Rose & Co. rang the closing bell on the New York Stock Exchange in celebration of our 75th year in business.

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About Us

Shufro, Rose & Co. (SRC) was founded as a partnership in 1938. The firm is a member of the New York Stock Exchange and is among the oldest such firms specializing in the discretionary management of investment portfolios.

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Our Philosophy

When constructing a portfolio, managers take into account a client’s future income requirements, age and present financial circumstances. We try to avoid market fads and the emotional buying and selling that characterize periods of extreme valuations.

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