Frank Koster

(802) 777-9768 |

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> Using U.S. Treasury Bonds to Reduce Risk
> Active vs. Passive Investment Management

Frank Koster is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Frank has over 30 years of experience in investment management and is responsible for the firm's investment strategy and managing client relationships.

Prior to joining Shelburne Fiduciary Partners in 2019, Frank was CEO of Vermont Works, a startup private equity company focused on growing Vermont's economy organically. Prior to that, Frank was Head of U.S. Fixed Income for Aegon/Transamerica. Frank joined Aegon after serving as the Chief Investment Officer at Dwight Asset Management starting in 2009. He has just over 40 years of capital markets experience, including stints at several major financial services and Wall Street firms.

Frank holds a B.S. in Economics from the College of Wooster, in Wooster, Ohio. Frank sits on the board of the Lake Champlain Maritime Museum.

Keith McCarthy | Josh Kruk
Risk Management
Identify, monitor, and manage risk.
Index Funds
Broad market exposure, low expense.
Accounts We Manage
We manage a wide variety of accounts.
Our Fees
Consistently low fees.
Environmental Investing
Focused, sustainable investing options.
Environmental Articles
Sustainable, environmental insights by financial advisor Josh Kruk.
Prioritizing and planning for the future.
Mutual Funds vs ETFs
Clarifying the difference.
Frequently Asked Questions
Good questions, real answers.
Portfolio Construction
Construction & strategy
Timing the Market in 2020
2020 - a case study in the futility of market timing.
Active vs Passive Investing
We believe there is a winner in this debate.

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466

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