Account Types

The Asymmetry Investment Program™ is available for Individual and Joint accounts, Trust accounts, institutional, and retirement accounts including 401(k) and Profit Sharing plans.

We primarily manage our direct investors’ accounts at Trust Company of America. However, we may also manage different types of accounts at other financial institutions, such as Folio Institutional, Interactive Brokers, Fidelity, Pershing, Raymond James, or TD Ameritrade Institutional.

Account minimums depend on the investment program and the custodian. The minimum for some programs is $10 million, for others it may be $500,000 or $1 million. In some cases, the minimum may be less.

To learn if we can manage your type or size of account, please contact us.

Shell Capital Management, LLC is an alternative investment manager pursuing absolute returns through alternative investment strategies such as: quantitative trend systems including global tactical asset allocation, global tactical rotation, trend following, systematic relative strength, directional price trends, and momentum investment programs.

Investment results are probabilistic, not a sure thing. There is no guarantee that active asset management or any investment strategy will be successful. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or assure against loss. Risk should be managed, directed, and controlled, but such tactics are not guaranteed. Past performance is no guarantee of future results.