institutional services


For more than 40 years, we have served a wide range of institutions.

Working with a consultant or a board of trustees, Goldman Shelby and West Bearing Investments are tasked with managing a specific investment strategy or a balanced portfolio.

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wealth management
for individuals


Every client who selects Goldman Shelby is in a unique place in his or her investing life and is facing different opportunities and challenges.

Goldman Shelby and West Bearing Investments have the flexibility to provide meaningful investment resources suited to address all of our individual and family clients’ needs – today and in the future.

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