Build Your Foundation
From bonds to stocks, we offer a range of investment options to help you pursue your financial goals.
Bonds in Your Portfolio
Bonds are one component of the strategies we offer. They may provide income and can help diversify a portfolio. At Shield Capital, we help you evaluate whether bonds fit your objectives, and which types may be appropriate.
Corporate Bonds
Debt issued by companies, typically offering interest payments in exchange for credit risk.
Government Bonds
Debt issued by the U.S. Treasury, backed by the full faith and credit of the U.S. government as to timely payment of principal and interest.
Municipal Bonds
Debt issued by state and local governments. Interest may be exempt from federal income tax, and in some cases state and local taxes.
Investing in Stocks
We help you evaluate whether stocks fit your investment strategy. Whether your objectives are long-term or shorter-term, we work with you to identify a mix of investments appropriate for your needs, risk tolerance, and time horizon.
Common Stocks
Own shares of the companies you invest in, with the potential for price appreciation and, in some cases, dividend income.
Preferred Stocks
Shares with a stated dividend rate, paid ahead of common stock dividends — often chosen by investors seeking income with equity exposure.
Growth Stocks
Companies that reinvest earnings to expand, appealing to investors focused on long-term appreciation potential.
Why Invest with Shield Capital?
Income Potential
Bonds can provide regular interest payments and are a common choice for income-focused investors.
A Long-Term Approach
We invest with your full time horizon in mind, giving your portfolio room to pursue growth as your goals evolve.
Customized Diversification
We build each portfolio around your objectives, risk tolerance, and time horizon — a mix of stocks and bonds suited to you.
Potential Tax Benefits
Municipal bonds offer interest that may be exempt from federal income tax, a particular advantage for investors in higher tax brackets.
Ready to Take the Next Step?
Shield Capital’s advisors are here to work with you at every stage of your financial journey. Let’s talk about your goals.