
Investment Services
Don’t let the angst of investing in Trinidad and Tobago stop you from maximising your wealth and growth opportunities. At Sheppard Investments, we pride ourselves on ensuring that our clients always come first. We work to provide high-quality investments and excellent advisory services that are tailored to suit your financial needs. Whether your goals are large or small, in the distant future or closer to home, you can count on us to satisfy your needs and help you through the entire Trinidad investment process.

Investment Services
Don’t let the angst of investing stop you from maximising your wealth and growth opportunities. At Sheppard, we pride ourselves on ensuring that our clients always come first. We work to provide high-quality investments and excellent advisory services that are tailored to suit your financial needs.
At Sheppard, our team makes you the priority and ensures that your investment goals are always kept in sight.
Guided by our four key principles, we keep you—our valued client—at the centre of all our daily activities.
You are unique and must be treated as such. There will never be anyone else just like you, and your financial advice should be no different.
You are the key to determining what is required to attain your goals. Insight into your financial needs and objectives will help our team build a portfolio with the highest probability of fulfilling your expectations.
You should be given the best possible opportunity to accomplish your objectives. Our success is graded not by performance figures, but by our clients' ability to achieve their targets.
In order to help achieve these objectives, you must be able to continuously assess your progress. By constantly reviewing your financial position, we are able to steer your portfolio and help you reach your desired outcome.
Our investment philosophy is based on minimising client risk while using strategic asset allocation and diversification to maximise returns. We aim to deliver solid returns over the medium- to long-term horizon.
At Sheppard, strategic asset allocation is the central tenet of our Investment Philosophy. By combining different asset classes, we achieve lower risk to return ratios than if investing in one type of security. In practice, this concept allows us to create all possible combinations of investments that give the highest returns for a specific level of risk.
Please note that, with any investment, there is always a measure of risk that investments may lose value and what is invested may not be returned.
Investing Creates Wealth
It’s easier to become financially independent when your money is working for you. The higher the return you earn from investments, the less you have to rely on your working salary to support yourself and achieve your financial goals.
How Do I Start?
Anything that generates a return can be deemed an investment. This means even your bank account is an investment, although most people refer to investing as profitable accounts and investment vehicles. It is best to start small and work your way up. Exchange-traded funds allow you to invest in multiple stocks or bonds at the same time without having to put out a lot of capital.
The key is to start as soon as possible, so time will be on your side.
Interested in our Investment Services? Contact us to open an account!
Contact UsWith so much going on in your life, actively managing your own finances can be an overwhelming undertaking. For those looking for a less stressful approach to investing, our structured discretionary accounts are the perfect balance of control and convenience.
Low-Maintenance
This is a convenient, low-maintenance solution that allows you to invest and put your money to work while leaving the heavy lifting to us.
Risk-Managed
These accounts are tailored to your risk tolerance, ensuring that you do not take on more risk than you are comfortable with.
Set With Your Goals in Mind
Our investment advice and strategy recommendations are set in the context of your goals, allowing us to select a strategy with the best chance of achieving your desired outcome.
Frequently Rebalanced
Discretionary accounts typically contain a basket of securities, known as exchange-traded funds (ETFs), which are predetermined by our team. Each account is rebalanced quarterly, helping to remove the emotion out of buy and sell decisions and increasing the overall returns to your portfolio.
No Upfront Fees
These accounts are fee-based and are subject to quarterly management fees.
Leatherback
Designed specifically for more conservative investors who are seeking a relatively low-risk strategy and have a shorter investment horizon.
Tarpon
Designed for the balanced investors that are looking to strike a compromise between the long-term growth of their portfolio and current income.
Blue Marlin
These types of moderately aggressive strategies are mainly used by investors who have much longer time horizons and are willing to absorb a higher degree of risk within their portfolio to benefit from higher returns.
P-Leatherback | P-Tarpon | P-Blue Marlin | |
---|---|---|---|
31-Dec-16 | 10000 | 10000 | 10000 |
31-Jan-17 | 10109.10 | 10138.09 | 10135.48 |
29-Feb-17 | 10321.19 | 10399.66 | 10425.48 |
31-Mar-17 | 10281.64 | 10352.64 | 10366.33 |
30-Apr-17 | 10393.77 | 10466.63 | 10486.15 |
31-May-17 | 10527.79 | 10620.22 | 10615.18 |
30-Jun-17 | 10520.07 | 10611.30 | 10613.02 |
31-Jul-17 | 10632.56 | 10774.34 | 10840.14 |
31-Aug-17 | 10726.77 | 10888.51 | 10854.48 |
30-Sep-17 | 10720.71 | 10916.36 | 11042.67 |
31-Oct-17 | 10772.15 | 11052.31 | 11261.29 |
30-Nov-17 | 10900.29 | 11221.55 | 11519.62 |
31-Dec-17 | 10974.31 | 11295.50 | 11567.59 |
Click here to complete a short Risk Assessment to find out what type of portfolio is right for you!
Let us help you build, protect, and prepare for your future with our expert wealth management guidance.
Full Control of Accounts
These accounts are for investors who wish to have more control over the management and growth of their portfolio. Non-discretionary accounts allow you to have full authority over all decision-making aspects of your investments.
Expert Advice
With an in-depth understanding of the financial markets and the ever-changing environment, we will provide you with the tools necessary to keep your portfolio active and performing consistently.
Flexible Account Structure
Non-discretionary accounts have both a fee-based structure or a per transaction structure, whichever is more convenient to you and your needs.
Personalised Advisory Services
We will advise you and make recommendations based on your circumstances and needs, but you will ultimately have the final say in what you want for your investments. We will be here to support and guide you through your entire wealth journey.
Global Reach
With access to over 65 exchanges in 60 countries, we are able to help you reach your dreams and goals wherever in the world they may be.
Regular Portfolio Reviews
A periodic review of your portfolio increases the ability to help you reach these targets and stay on track, both long term and short term.
Consistent Market Updates
We aim to keep you updated on the latest trends, themes, and opportunities in the markets as they arise. Sheppard ensures that all investment decisions are geared towards your specific portfolio.
Click here to complete a short Risk Assessment to find out what type of portfolio is right for you!
Privacy Policy
Introduction
These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full. If you disagree with these terms and conditions or any part of these terms and conditions, you must not use this website.
You must be at least 18 years of age to use this site. By using this website and by agreeing to these terms and conditions you warrant and represent that you are at least 18 years of age.
Sheppard ("us", "we", or "our") operates this website “Sheppard.tt” This page informs you of our policies and terms of conditions regarding the collection, use and disclosure of personal information we receive from users of the Site.
Log Data
Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”.
This Log Data may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, and the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.
Cookies
Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer's hard drive.
Like many sites, we use "cookies" to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.
Security
The security of your personal information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
You are solely responsible for protecting your own account password and other account information.
Communications
We may use your personal information to contact you with newsletters, marketing or promotional materials and other information that may be beneficial to you. Should you wish to no longer receive these emails, please contact Sheppard.
Changes to this Privacy Policy
This Privacy Policy is effective as of November, 2017 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.
We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.
If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.
Terms & Conditions
Entire Agreement
These terms and conditions constitute the entire agreement between you and Sheppard in relation to your use of this website, and supersede all previous agreements in respect of your use of this website.
License to Use Website
Unless otherwise stated, Sheppard and/or its licensors own the intellectual property rights in this website and any material on the website. Subject to the license below, all these intellectual property rights are reserved.
You may view, download for caching purposes only, and print pages or other content, from the website for your own personal use, subject to the restrictions set out below and elsewhere in these terms and conditions.
You must not:
• republish material from this website (including republication on another website);
• sell, rent or sub-license material from the website;
• show any material from the website in public;
• reproduce, duplicate, copy or otherwise exploit material on this website for a commercial purpose;
• edit or otherwise modify any material on the website; or
• Redistribute material from this website except for content specifically and expressly made available for redistribution.
Acceptable Use
You must not use this website in any way that causes, or may cause, damage to the website or impairment of the availability or accessibility of the website; or in any way which is unlawful, illegal, fraudulent or harmful, or in connection with any unlawful, illegal, fraudulent or harmful purpose or activity.
You must not use this website to copy, store, host, transmit, send, use, publish or distribute any material which consists of (or is linked to) any spyware, computer virus, Trojan horse, worm, keystroke logger, rootkit or other malicious computer software.
You must not conduct any systematic or automated data collection activities (including without limitation scraping, data mining, data extraction and data harvesting) on or in relation to this website without Sheppard’s express written consent.
You must not use this website to transmit or send unsolicited commercial communications.
You must not use this website for any purposes related to marketing without Sheppard’s express written consent.
No Warranties
This website is provided “as is” without any representations or warranties, express or implied. Sheppard makes no representations or warranties in relation to this website or the information and materials provided on this website.
Without prejudice to the generality of the foregoing paragraph, Sheppard does not warrant that:
• this website will be constantly available, or available at all; or
• the information on this website is complete, true, accurate or non-misleading.
Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any legal, financial or tax related matter you should consult professionals.
Limitations of Liability
Sheppard will not be liable to you (whether under the law of contact, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website:
• [to the extent that the website is provided free-of-charge, for any direct loss;]
• for any indirect, special or consequential loss; or
• for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.
These limitations of liability apply even if Sheppard has been expressly advised of the potential loss.
Reasonableness
By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.
If you do not think they are reasonable, you must not use this website.
Other Parties
You accept that, as a limited liability entity, Sheppard has an interest in limiting the personal liability of its officers and employees. You agree that you will not bring any claim personally against Sheppard’s officers or employees in respect of any losses you suffer in connection with the website.
Without prejudice to the foregoing paragraph, you agree that the limitations of warranties and liability set out in this website disclaimer will protect Sheppard’s officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as Sheppard.
Unenforceable Provisions
If any provision of this website disclaimer is, or is found to be, unenforceable under applicable law, that will not affect the enforceability of the other provisions of this website disclaimer.
Indemnity
You hereby indemnify Sheppard and undertake to keep Sheppard indemnified against any losses, damages, costs, liabilities and expenses (including without limitation legal expenses and any amounts paid by Sheppard to a third party in settlement of a claim or dispute on the advice of Sheppard’s legal advisers) incurred or suffered by Sheppard arising out of any breach by you of any provision of these terms and conditions[, or arising out of any claim that you have breached any provision of these terms and conditions].
Breaches of These Terms and Conditions
Without prejudice to Sheppard’s other rights under these terms and conditions, if you breach these terms and conditions in any way, Sheppard may take such action as Sheppard deems appropriate to deal with the breach, including suspending your access to the website, prohibiting you from accessing the website, blocking computers using your IP address from accessing the website, contacting your internet service provider to request that they block your access to the website and/or bringing court proceedings against you.
Severability
If a provision of these terms and conditions is determined by any court or other competent authority to be unlawful and/or unenforceable, the other provisions will continue in effect. If any unlawful and/or unenforceable provision would be lawful or enforceable if part of it were deleted, that part will be deemed to be deleted, and the rest of the provision will continue in effect.
Law and jurisdiction
These terms and conditions will be governed by and construed in accordance with Trinidad and Tobago Law and any disputes relating to these terms and conditions will be subject to the jurisdiction of the courts of Trinidad and Tobago.

