First Shelbourne is a single-person New York investment firm focused on building custom tailored investment portfolios for individuals
We specialize in customized stock portfolios and individual bond strategies, with an emphasis on corporate and agency bonds.
Each portfolio is tailored to your individual goals and risk tolerance. Whether that means building a CD ladder or municipal bond strategy for conservative investors, or a more growth-oriented portfolio that includes equities, gold, REITs, and energy holdings, every investment approach is built specifically around your needs.
I'm here to answer any questions you may have about advisory services. Feel free to ask me what's on your mind.
Email: info@firstshelbourne.com
A New York Registered Investment Advisory firm helping individuals build bright futures.
© 2025 First Shelbourne LLC, All rights reserved.
First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by First Shelbourne to be reliable, are not necessarily all-inclusive, and are not guaranteed as to accuracy.
For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.
First Shelbourne LLC. Copyright 2025. All rights reserved