A. Gary Shilling & Co., Inc. serves as an economic consultant to a number of leading
institutional investors and corporations.
Our typical client has a personal, in-depth relationship with Dr. Shilling at the
portfolio manager or senior corporate management level and a deep interest in major
economic and financial themes that affect its portfolios or business in the long
and short runs. While the implications of our themes for major sectors of the U.S.
and foreign economies concern corporate clients and the effects on financial markets
engage institutional investors, all of our clients appreciate our broad, nonconsensus
approach that aims to see the forest and not get lost among the trees.
Consulting clients normally are in continual conversation with Dr. Shilling and our
staff, and often receive two-to-four visits in their offices from him each year.
Our services are provided on an annual retainer basis, with the fees determined by
the amount of our involvement with the client. We also do special projects when requested
by clients, and handle these on an hourly billing-rate basis.
Our goal is not to have clients accept our analyses and forecasts hook, line and
sinker. Rather, it is to offer them well thought out, consistent and nonconsensus
views that will challenge their thinking, keep them from being blindsided by unfolding
events, and prepare them to react more quickly if our forecasts do start to materialize.