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SIEBERT WILLIAMS SHANK ASSET MANAGEMENT
Established in 2002
ABOUT US
INTEGRITY
We understand that the foundation of our customer relationships is trust. We also believe in being a constructive member of the communities in which we operate in order to enrich the lives of our employees and clients.
EXPERIENCE
We have been uncompromising in building a team of professionals to serve the needs of a wide range of clients. Each member of our team brings their unique experiences to our client partnerships and interactions.
RESULTS
By valuing each relationship, we focus directly on client objectives to develop separately managed portfolios that help our clients obtain their goals.
WHAT WE DO
CASH MANAGEMENT
We customize cash and short duration fixed income separate account strategies for institutional investors using a low-risk investment approach.
ASSET MANAGEMENT
INVESTMENT STRATEGIES
Our strategies seek to maximize liquidity, preserve capital and enhance investment return through sector and security selection and duration management.
The Clear Vision Impact Fund makes debt investments in sustainable minority-owned businesses to overall business performance for its portfolio companies.
CLEAR VISION IMPACT FUND
THE SHANK WILLIAMS CISNEROS, LLC ("SWC") GROUP OF FINANCIAL SERVICE COMPANIES
Siebert Williams Shank Asset Management is the investment advisor arm of the SWC group of financial services companies. Siebert William Shank Asset Management's affiliate company, Siebert Williams Shank & Co., LLC is a registered broker-dealer with over 25 years of experience servicing institutional clients.
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