Designing A Portfolio Life

Designing A Portfolio Life

You may have elected to leave your former career in the last few months and have never looked back. You aren’t sure what you want to do in the next chapter, but you want to keep being active.

We have worked with many clients in similar circumstances and they have made many choices, including…

  • Teaching
  • Serving on Boards
  • Investing
  • Mentoring
  • Starting Businesses
  • Writing and more

Sorting through this endless list can be daunting, but working with Shields Meneley Partners can change that. Much like a stock portfolio comprised of equities, Index Funds, real estate, and commodities, a portfolio life can contain a similar mix of things you enjoy.

A portfolio life isn’t random; it’s planned. Our experienced business advisors can help you determine what to keep in, and what to “sell” so that you have a happy and successful personal and professional life. Let us help you make it a reality.

What Our Clients Say:

“It didn’t occur to me that I could have more than one role after I left my organization. Hugh helped me see my options, research and structure a roadmap, and introduced me to his high level contacts. I am now on two public boards and one non-profit.”

— Chief Marketing Officer, $50B Global Corporation