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Michael Samuel Shrift

Monument Advisers

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About Michael Samuel Shrift

Michael Shrift is a Registered Representative associated with Monument Advisers. Michael has been in the industry since December 2020. Michael has experience working with clients in the areas of Investment Advisory and Portfolio Management. Michael specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Michael Shrift is currently registered with Monument Advisers. Monument Advisers is an investment advisor that provides portfolio management services to individuals, businesses, and pooled investment vehicles. They also assist with the selection of other advisors.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Shrift’s Registration & Firm History

IN

10/16/2024 - Present

Monument Advisers (CARMEL IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Samuel Shrift.
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