"W. Shupe & Company is committed to providing individual investors with the high quality of client service that large institutional investors have come to expect.  We believe this means:

  • Good Long-Term Investment Performance Consistent with Client Objectives and Risk Tolerance.

  • Thorough Account Coverage by an Experienced and Highly Qualified Investment Advisor.

  • Performance Accountability.

  • Flexible and Cost-Efficient Account Arrangements.
And we shall endeavor to deliver this commitment with the highest level of professionalism and integrity."

William Shupe
President & Chief Investment Advisor