Updated:
First Shelbourne
First Shelbourne is an independent, fee-only investment advisor in Commack, Long Island, delivering institutional-grade index portfolios designed to protect...
Overview
First Shelbourne is an independent, fee-only investment advisor in Commack, Long Island, delivering institutional-grade index portfolios designed to protect and compound life savings. It is a state-registered investment advisory firm that utilizes systematic, low-cost index ETF model tiers engineered for low volatility, downside protection, and long-term compounding. The firm operates as a pure fee-only fiduciary charging a flat 0.50% advisory fee.
General information
Firm type
RIA
Location
City
Commack
Principals
Christopher Wargas
Founder
Frequently asked questions
Who runs investment decisions at First Shelbourne?
No named investment principals are publicly associated with First Shelbourne. The firm does not disclose leadership or team members in any public source.
Does First Shelbourne participate in fund commitments or only direct deals?
No investment activity — fund commitments or direct deals — has been publicly attributed to First Shelbourne. The firm's investment preferences cannot be confirmed.
What investment stages does First Shelbourne typically target?
First Shelbourne's target investment stage is undocumented. The firm has not disclosed any stage preference, from venture capital to growth equity to private equity or real assets.
Which sectors does First Shelbourne explicitly avoid?
No sector exclusions or preferences are publicly stated by First Shelbourne. The firm does not publish investment criteria or restrictions.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research First Shelbourne in Altss
Explore available research and relationship coverage for this adviser in Altss.