Andrew Shepard

Chief Operating Officer at RINET Company LLC

Andrew Shepard

Andrew Shepard

Chief Operating Officer at RINET Company LLC

Overview
Career Highlights

RINET Company LLC

RelSci Relationships

40

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Relationships
RelSci Relationships are individuals Andrew Shepard likely has professional access to. A relationship does not necessarily indicate a personal connection.

Assistant Clerk at Fraser Family Foundation, Inc.

Relationship likelihood: Strong

Director at New Hampshire Charitable Foundation

Relationship likelihood: Strong

Managing Director & Chief Executive Officer at RINET Company LLC

Relationship likelihood: Strong

Managing Director & CIO at RINET Company LLC

Relationship likelihood: Strong

Managing Director & CCO at RINET Company LLC

Relationship likelihood: Strong

Managing Director, Trust Management Group at RINET Company LLC

Relationship likelihood: Strong

Managing Director at RINET Company LLC

Relationship likelihood: Strong

Managing Director, Wealth Planning Group at RINET Company LLC

Relationship likelihood: Strong

Managing Director, Wealth Planning Group at RINET Company LLC

Relationship likelihood: Strong

Controller at RINET Company LLC

Relationship likelihood: Strong

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Andrew Shepard
Chief Operating Officer at RINET Company LLC
Career History
Chief Operating Officer
Current

RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments, as well as some private equity, real estate and hard assets. Based on the client's risk/return profile and using the models as a guide, each client is assigned a target asset allocation consistent with their investment objectives. Individual client portfolios may differ from the models. Client portfolios are reviewed regularly to compare the client's current asset allocation to their target allocation. If necessary, accounts are re-allocated based on their target asset allocation and tactical positioning.

Other Affiliations

Andrew Shepard is affiliated with RINET Company LLC

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