Shufro, Rose & Co.
Leaders in Discretionary Wealth Management
Shufro, Rose & Co. (SRC) was founded as a partnership in 1938. The firm is among the oldest firms specializing in the discretionary management of investment portfolios. We are independent and owned entirely by our working Principals, each of whom is a Senior Managing Director. The Principals of SRC have worked together for many years; three have been in the investment business for more than forty years. Foremost in our minds is that putting our clients’ interests first and producing good investment results are the most important services we can provide.
In numerous instances we now advise the fourth successive generation of a family. Because we are focused on the overall financial health of our clients, we encourage discussions about financial and personal matters not strictly within the bounds of our traditional services. We often help clients anticipate and plan for future needs by working closely with their accountants, financial planners, and estate attorneys. These long relationships as well as the growth in our assets under management attest to our diligence on behalf of our clients.