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McShane Partners Wealth & Investment Advisory

EST. AUM
$709,000,000

CONTACTS
8

CLIENT ACCOUNTS
315

Firm Details

Metro area Charlotte
CRD Number 107236
Website waverly-advisors.com
Client types

Overview

McShane Partners is now also part of Waverly Advisors after being acquired by the firm in April of 2024. McShane Partners Wealth & Investment Advisory is based in Charlotte, NC. Elliott Van Ness leads the manager research group. They manage a stay in-house stock portfolio that is mostly mid and large cap but will allocate through mutual funds to outside managers and other asset classes. These include liquid alternatives (or what they describe as their hybrid sleeve). McShane Partners is now also part of Waverly Advisors after being acquired by the firm in April of 2024.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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