Built on the Principles of Value Investing

First Shelbourne is a fee-only, fiduciary investment advisory firm based in Commack, New York in Suffolk County Long Island. As a registered investment advisor, I help individuals, families, and retirees grow and protect their wealth through transparent, research-driven strategies.

As a fiduciary, I am legally required to act in your best interest. I do not earn commissions, sell investment products, or accept referral fees from third parties. This independence allows me to focus solely on helping clients.

 
Who I Serve

I work with:

• Retirees seeking reliable income and tax-efficient withdrawals.
• Professionals building long-term wealth through disciplined investing.
• Individuals with pensions looking to coordinate benefits with investment strategies.
• Retired individuals who want to transfer their 401k to their own IRA
• Anyone who wants funds invested in the stock market, or in safer investments such as CDs and government bonds.

 
Services I offer

• Portfolio Management – Customized investment strategies aligned with your goals, time horizon, and risk tolerance.
• Retirement Planning – Social Security timing, pension coordination, and income sustainability analysis.
• Tax-Aware Investing – Strategies to help reduce taxable investment income and capital gains.
• Roth conversions
• 529 plan setup

 
My Investment Philosophy

• Evidence-Based – I rely on academic research, historical market data, and rigorous analysis.
• Long-Term Focus – I avoid short-term speculation in favor of disciplined, goal-driven investing.
• Low Fees, High Transparency – My annual management fee is 0.50%, well below the industry average of 1%.
• Value investing approach - Hot sectors and speculative bets are avoided. 

 
Why Clients Choose First Shelbourne

• Fiduciary Commitment – Always acting in your best interest.
• Personalized Service – Every portfolio is individually tailored, not cookie-cutter.
• Proven Track Record –  Experience navigating all market conditions.
• Local Expertise, National Reach – Serving clients in New York and across the U.S.
• Bond market expertise - First Shelbourne has experience in the purchasing of individuals bonds, such as government, agency, and corporate bonds. 
• Fully transparent fees. Nothing hidden. No gimmicks. No selling. 

 
Credentials

I have the CFE® designation.  As a Certified Fraud Examiner (CFE), I bring specialized expertise in detecting and preventing financial fraud. Clients gain an extra layer of protection, knowing their assets are managed by someone trained to spot irregularities, mitigate risks, and uphold the highest ethical standards.

Registered Investment Advisor (RIA) – State of New York
Fully licensed and insured
 
Contact

📍 Office: 7 Shelbourne Lane, Commack, NY
📞 Phone: 631-600-7850
📧 Email: christopher@firstshelbourne.com
🌐 Website: firstshelbourne.com