8th Street Investments, LLC

8th Street Investments, LLC is a registered investment advisory firm based in Alexandria, VA, with a branch office in Hilton Head Island, SC. Founded in 2008, the firm is owned by Lisa Pendley and Michael Shea. Specializing in investment management services, 8th Street offers tailored solutions based on individual client goals, risk tolerance, and time horizon. Services include establishing investment policy statements, financial planning, portfolio construction, and ongoing investment management. Clients can opt for discretionary or non-discretionary management, with assets under management totaling approximately $171.7 million as of December 31, 2024. For investment management services, fees are charged as a percentage of assets under management, with tiered fee schedules based on account size. Financial planning and consulting services are offered at fixed fees or hourly rates, depending on the complexity of the client's circumstances. 8th Street does not charge performance-based fees and acts as a fiduciary, prioritizing client interests. The firm does not engage in brokerage practices but recommends Charles Schwab & Co., Inc. for custodial services. Clients have the option to direct brokerage, with 8th Street providing trade aggregation and allocation services. The firm does not vote proxies on behalf of clients and maintains a robust privacy policy to protect client information. In case of business disruptions, 8th Street has a comprehensive Business Continuity Plan in place. Clients can contact the firm for additional information or to submit complaints.