Interview Highlights: Stuart A. Shikiar of Shikiar Asset Management on Investing Strategies

November 17, 2016

Stuart A. Shikiar discusses Shikiar Asset Management Inc. Mr. Shikiar’s primary goal is to preserve capital. After the financial crisis, Mr. Shikiar determined it was important to shift from an all-equity allocation to balanced portfolios. He uses a mix of bonds, preferred stocks, equities with higher dividends and growth companies to layer balance within his portfolios. As a boutique firm, the preferred stocks that Mr. Shikiar likes to invest in are those that are under the radar for many institutions.

Full interview available here.