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Southbury Small Business Profile: Shehu Asset Management

As part of Southbury Patch's continuing Small Business Saturday series, we've asked local business to tell us a little more about themselves.

Here's a profile from Shehu Asset Management.

To submit information on your Southbury business, fill out our form here.

Business Address:

88 Railstone Drive, Southbury

When and how did your business get started?

After 15 years working at the large Wall Street franchises, Sam Shehu started his own practice five years ago with the belief that “financial advisors” should go back to their roots of being “investment managers” who accept responsibility for each decision, and not merely middle-men who collect quarterly fees in addition to fees charged by the underlying investment they recommend.

Why did you choose to start your business in Southbury?

Developing a home office in Southbury was a natural fit for Mr. Shehu because he was raised in town from the age of seven until graduating from Pomperaug High School in 1988. After getting married, starting a family and deciding where to settle down for the long term, he chose this town for its tight knit community built around family values.

What is your business best known for?

Mr. Shehu promotes a personalized and transparent business practice by inviting clients home to learn the process and technology used to oversee their assets. He employs the same sophisticated computer and statistical processes used by the mega dollar investment firms. Furthermore, whereas the typical advisor mainly directs clients towards investments that only appreciate in value when the overall market economy rises, Mr. Shehu also uses strategies that appreciate when the market declines.

What's something interesting about your business your customers might not know?

Groups who protested against Wall Street excesses should have noted that these large mega firms would be only a fraction of their size if they only charged fees when client accounts increased in value! This was most evident during the time period from the year 2000 to 2010, when the overall market return was about zero percent – but most advisors continued to collect their fees, thereby creating a negative real return for their clients. This has motivated Mr. Shehu to create fee structures for every account level and even an option where he does not collect a fee unless the value of a client's account continues to increase. He believes in getting paid only for performance, not just collecting the financial “baby sitting” fees for doing nothing or while watching the markets going up and down. This creates the ultimate incentive to continually grow his client accounts.

How can people contact your business?

(860) 778-8309, or sam.shehu70@gmail.com


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