
Correlations matter
Last week, I conducted a one-off portfolio review for a client—a highly experienced and accomplished self-directed investor. Despite their expertise, they wanted a fresh independent set of eyes to identify…
Shelley Marsh is your independent OCIO and founder of Wealth Differently.
Having spent 28 years in investment markets and advising, she is highly experienced and is uniquely positioned to help high-net-worth individuals and families manage their wealth.
Shelley believes that collaboration and transparency are keys to managing significant wealth. She enjoys guiding her clients through the complexities of investment markets to help them take an active and empowered role in their wealth.
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