Shikiar Asset Management

For over two decades, Shikiar Asset Management, Inc. has been providing innovative investment solutions to high net worth individuals, families, corporations, trusts, foundations, and tax-exempt portfolios. As a 100% employee-owned, New York-based registered investment advisor, we are committed to delivering optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market-tested experience.

Our Philosophy

At Shikiar, we utilize an opportunistic approach to markets while simultaneously managing downside risk. We emphasize long-term global macroeconomic and secular trends as well as potential catalysts at the corporate level. Our investment philosophy allows us to seek investments in companies from anywhere along the capital structure. We believe that over the long-term, equities will trade based on their underlying fundamentals. Companies that consistently generate profitable growth and free cash flow, as well as having strong management teams that have shown to skillfully redeploy that cash flow, will over the long-term generate superior returns for investors.

Our Services

We offer a range of services designed to meet the unique needs of our clients. Our investment team has an average of 25 years of market-tested experience, providing a steady output of innovative ideas and investing opportunities during both stable and volatile market conditions. We provide:

• Multi-asset allocation utilizing the entire capital structure, including preferred equities and corporate/government debt
• Active internal and proprietary market research and analysis
• Opportunistic and strategic investments in companies from anywhere along the capital structure
• Focus on long-term global macroeconomic and secular trends
• Emphasis on long-term returns through disciplined and systematic investment philosophy

Meet Our Leadership

Our leadership team is comprised of seasoned investment professionals with years of experience in the industry. Our team includes:

• Stuart A. Shikiar, Co-Chief Executive Officer, Chief Investment Officer
• Samuel M. Shikiar, CFA, Co-Chief Executive Officer
• Diane M. McDermott, Partner, Chief Compliance Officer / Operations Manager
• Lockwood T. Sloan, CFA, Vice-President

With our team's collective expertise and experience, we are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Our Strategic Income Strategy

Our Strategic Income Strategy aims to:

• Preserve capital
• Provide returns in excess of inflation and the risk-free rate-of-return plus a predetermined risk premium
• Achieve this with low volatility over a complete market cycle

We carefully construct a multi-asset allocation utilizing the entire capital structure, including preferred equities and corporate/government debt, as well as 20-30 of our highest conviction equity investments. This flexibility enables us to capitalize on ever-changing market conditions and dislocations by remaining nimble and ready to modify portfolios when appropriate.