I’m Chris, founder and President of First Shelbourne, an independent, fee-only Registered Investment Adviser on Long Island, New York. I work with individuals and families, including police officers, teachers, firefighters, and other current and retired civil service professionals.

My firm uses diversified, model-based index-fund portfolios tailored to client objectives, risk tolerance, and time horizon. My standard advisory fee for eligible clients is 0.50% annually; see my Form ADV and advisory agreement for complete fee and service details.

This course is separate from my advisory practice and is for educational purposes only. It teaches individual-stock research, business analysis, and long-term valuation concepts, not personalized investment advice or the specific strategies used in client accounts. Investing involves risk, including loss of principal.