Why choose Shield Capital

Freedom and Flexibility:

Our independence enables us to offer a wide range of products and services. Whether using a full-service brokerage account, where the broker and client choose the appropriate level of service, or a management account where an investment advisor representative and clients build the optimal strategy. Our Advisors are not limited to selling insurance products from only one company but represent multiple insurance carriers that benefit clients because it increases the number of products and services that the agent can evaluate and choose the best product for clients.

Industry Knowledge:

Our Advisors research current market conditions and products in the financial service industry. We evaluate each of the insurance carriers and clearing firms that we choose to represent. Individual company agents and brokers, on the other hand, only receive news, product information and industry updates from one specific carrier.

Resources:

We have a large network of contacts with multiple insurance companies and broker dealers. Each company has its own research department and the company is able to speak with multiple representatives from several companies to obtain insight about any potential problems or concerns.

Unbiased Opinions

We perform extensive research on all recommended products. Clients should not fear receiving a biased review or opinion of a particular product when you work with a Doyle or Davis, since Shield Capital does not have any proprietary products.

Products and Services

Asset Allocation

Asset Management

Portfolio Analysis

Corporate, Government and Municipal Bonds

Education Savings Accounts

Mutual Funds

Stocks and Options

Traditional and Roth IRA accounts

401 (k) and 403 (b) Employee Retirement Plans

Variable and Fixed Annuities

Variable, Universal, Whole life and Term Life Insurance

Health Insurance

Asset Allocation does not ensure a profit or protect against loss. 

Investing involves risk, including possible loss of principal.

 
Bonds are subject to market and interest rate risk if sold prior to maturity.

Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.

To determine what appropriate for you, consult a qualified professional.