Company Research Report on Stone Wall Financial LLC

Company Overview

• Name: Stone Wall Financial LLC

• Mission of the Company: As articulated by the founder, the mission is to build a "shepherd-minded" company that focuses on protecting and enhancing clients’ ability to attain financial security and accomplish their goals even amid market downturns.

• Founded By: The founder’s message suggests that the company was conceptualized in response to market corrections over a quarter-century ago, though exact details of founding year and founder’s name are not provided.

• Key People:

• Jerrod Summers, President, CEO

• Randy Hammond, Managing Principal, COO

• Robert Cockburn, Partner, Market Strategy

• June Whitney, Chief Compliance Officer

• Laura Stapleton, Partner, General Counsel

• Penny Fry, Senior Data Analyst

• Sachin Gupta, Digital Product Development

• Nikhil Gupta, Digital Product Development

• Manoj Aggarwal, IT Architectural Design

• Anil Singh, Ph.D., Data Scientist, A.I.

• Bill Egan, Marketing & Distribution

• John Quinn, Regulatory Compliance

• Headquarters: 401 East Sonterra Boulevard, Suite 375, San Antonio, TX 78258 USA

• Number of Employees: No information is available.

• Revenue: No information is available.

• What is the Company Known For: Stone Wall Financial is recognized as a registered investment adviser, known for its active management and strategic oversight to protect clients during market downturns with a focus on systematic hedging and enhanced performance.

Products

• SHEP-Optimized Securities:

• SHEP Tactical Aggressive Growth: Focuses on U.S Equity securities with flexibility to adjust asset allocation to mitigate risks. The SHEPAGG index mirrors this portfolio strategy.

• SHEP Tactical Moderate-Aggressive: Similar strategy, emphasizing moderate protection while seeking moderate-aggressive growth.

• SHEP Tactical Moderate: For moderate growth with a balanced allocation strategy.

• SHEP Moderate-Conservative: Targets moderate-conservative growth through tactically reduced volatility.

• SHEP Conservative: Designed for conservative growth with significant allocation in Fixed Income ETFs.

• SHEP Mid-Cap/Small-Cap/Technology/Crypto/Natural Resources: Focuses on specific sectors and employs aggressive growth strategies tailored to the volatility and trading within each sector.

• High-Level Description of the Products:

• The investment strategies leverage systematic hedging without derivatives, using tactical shifts in asset allocation to manage risk.

• Key Features of Each Product:

• Systematic Hedging: Employs tactical asset shifts to anticipate downturns.

• Enhanced Performance: Monitors market conditions for timely repositioning.

• Accumulation: Accumulates shares through successful risk management trades.

Recent Developments

• Recent Developments in the Company: No information is available.

• New Products Launched: The SHEP range of ETFs and investment strategies.

• New Features Added to Existing Products: No specific details on new features were provided, though referenced continuous monitoring and optimization.

• New Partnerships: No information is available.

This report is based on the information available and adheres to the professional standards required for company research documentation, focusing solely on the provided data. For further information or specific queries, additional outreach to Stone Wall Financial LLC is advised.