Your Path to Financial Success

W. Shupe & Company is a registered Investment Counselor and Portfolio Manager offering individuals, businesses, institutions and governments a broad range of portfolio management and investment advisory services.

Our Experience, Professional Credentials and Commitment to our Clients distinguish us from other Investment Advisory Firms.

Our approach and commitment to our Clients is unique in our industry. We intentionally maintain a small, but highly valued client base so that we can provide specialized and personalized services that meet each client’s particular needs.

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Extensive Investment Experience and Professional Credentials.

W. Shupe & Company was founded in 2003 by William (Bill) Shupe. Bill is a Chartered Financial Analyst (CFA) and has over 40 years of extensive investment advisory experience serving individuals, prominent businesses, institutions and governments.