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Tuesday, May 22, 2018
Contact us 1+888-294-3336

Our Core Mission

To bring greater options to an exclusive group of private investors ​by granting them access to the tools and systems
used by the top 1% of the population who control 40% of the Global Economy’s wealth.

Why We Do What We Do

We Use Three Decades of Market Knowledge.

We use our knowledge and modern financial instruments as integral components of our
​proprietary portfolio strategy
​to empower our investors in achieving their ideal lifestyle.

 

​We do this through three wealth building pillars:

Education

We believe a strong wealth management curriculum is key in assuring our investors are well informed about their investments.

Blueprint

Our unique Blueprint leverages modern financial vehicles and platforms, enabling our investors to reach their monetary objectives.

Opportunities

We focus our efforts on vibrant growth sectors such as opportunities in domestic energy, real estate, foreign and domestic business projects.

Paul W. Haarman

Founder and Managing Director

Paul is a seasoned entrepreneur, former wealth advisor and private equity investor with more than 30 years of experience in high-net-worth wealth blueprinting.

Paul’s past designations include Registered Financial Consultant (RFC), Certified Wealth Preservation Planner (CWPP), Registered Mortgage Advisor (RMA), and Certified Mortgage Planning Specialist (CMPS). He has also produced and hosted a weekly radio show, The Shift Economy, on Austin’s Talk Radio 1370. Paul’s mission is to foster financial literacy. His visionary perspective on wealth management has made him one of the most sought-after financial advisors in the industry.

As an entrepreneur and investor, he brings a proven blueprint, vision, and network of relationships to the private investment arena.

More About Paul Haarman

Our Team

  • Lynn Stokes

    Vice President


    Lynn facilitates efficient relationships between clients, institutions, and related organizations. As senior client relations manager, Lynn also oversees all levels of investment communication.

    My favorite quote

    Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless.

  • Kelvin Ching

    Director of Client Strategy


    Kelvin works directly with our global community of clients to facilitate planning and strategic positioning.

    My favorite quote

    You can never cross the ocean until you have the courage to lose sight of the shore.

  • Fred Sarhadi

    VP Information Technology


    Fred is responsible for oversight and design of internal information including internet applications, design, and implementation affecting client experience.

    My favorite quote

    Your time is limited, so don’t waste it living someone else’s life.

  • Ann Place

    Executive Assistant


    Ann provides primary support to the managing directors as well as other support staff. Ann's duties and responsibilities include scheduling and managing meeting and travel calendars for domestic and international affairs.

    My favorite quote

    The most difficult thing is the decision to act, the rest is merely tenacity.

Years in Service

Success Stories

Network Partnerships

$M Deployed

What Our Clients Say

  • Shift Capital offers me access to investment strategies not available to the general public. With guidance
    and support that I continue to receive from the Shift team, I now have a clearer vision
    for both my future and how I am going to get there.
  • Our total experience with Shift Capital has been an absolute joy. We are now more comfortable with our finances
    than ever before in our lives. We expect to do extremely well throughout our
    retirement, no matter how long we shall live.
  • Thanks to the Shift team, I have increased my level of financial literacy, become more financially self-empowered,
    and my financial bottom line has benefited significantly. I recommend them to all
    who are ready to take financial control of their lives.
  • Shift Capital has been a Godsend for my retirement. It all boils down to growing my retirement fund
    whether it's growing or not - the resounding answer is YES. I would recommend the Shift blueprint
    that so people can feel comfortable in their retirement.

Recent Project Hilights

Our portfolios typically include a myriad of asset categories and business sectors.
Some of our recent projects are listed below.

Waiting List Form

Shift Capital is a members-only private equity firm serving a private group of investors. On occasion, an opportunity may exist to join our coveted group. To be notified of an available membership opportunity, please place your contact information on our waiting list.