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Herbst Wealth Management

Herbst Wealth Management (HWM), a unit of Shields & Company since 2001, manages assets for high net worth individuals and families as well as foundations and endowments. The team focuses on constructing individual portfolios designed to meet the goals of each client. Fixed income portfolios consist of only high-quality issues and are tailored to the current income and liquidity needs of each client. Equity portfolios focus on large and mid-sized companies. The Herbst Wealth Management team of seasoned investment and client support professionals aims to provide superior investment advice and performance over the long term.

Equity Risk Management

At the Equity Risk Management Division, we customize option solutions to manage your price risk while increasing the probability of achieving positive returns. This reduces reliance on share price direction while protecting against unforeseen downward movements. Calculated entry and exit points provide timely decisions taking emotion out of the equation. Our disciplined management style incorporates multi-layered market analysis derived from constant contact with floor traders, hedge fund managers and analysts.

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Dudack Research Group

Dudack Research Group (DRG), a division of Wellington Shields & Co. LLC since 2011, is a well-established investment research firm that provides macro-economic, fundamental, quantitative and technical strategy and tools for institutional money managers throughout the US and Europe. DRG aims to be clear, decisive and thought-provoking through original research that is accurate, well-founded, above all, useful to its clients.

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The Brogan Group Equity Research

The Brogan Group Equity Research, a division of Wellington Shields & Co. LLC since 2009, offers over 40 years of experience as institutional market technicians, publishing daily research based on money flows and providing unambiguous buy and sell recommendations on the global equity markets, commodities and currencies. Its clients include some of the world’s most successful equity managers. Recommendations are made from understanding institutional needs with a rigorous quantitative/technical analysis of their proprietary Money Flow & Comparative Relative Performance Model.

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Shelburne Falls

Scott Purinton

29 Bridge Street, P.O. Box 430
Shelburne Falls, MA 01370
413.339.0005
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