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Identifying

Opportunity.

Navigating

Risk.

Commentary & News

Get the latest investment commentary and news from Shorepoint Capital Partners.

Client Newsletters

Unique Insights On Markets and Shorepoint’s Investment Strategies

We’re committed to keeping our clients informed, engaged and, we hope, occasionally amused with our opinions and views. In our Quarterly Client Newsletters, we share our in-depth perspective on the markets, where we think they’re going, and what we’re doing to take advantage of opportunities in our clients’ portfolios.

Most Recent Newsletter

Newsletter Q4 2018

Shorepoint believes that this is a buying opportunity and not the start of a bear market but a “normal” pullback as part of a secular bull market. Based on our assessment, we don’t anticipate a domestic recession and are adding about 5% to equities in our client accounts. However, we will first consider your cash […]

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Quarterly and Annual Market Reviews

Timely Updates On Financial Markets

We provide all clients with periodic analysis of recent news and policy decisions affecting the financial markets, including snapshots of market performance.

Most Recent Market Review

Quarterly Market Review: October-December 2018

Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the United States. Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American Free […]

Shorepoint News

See the latest news about our firm.

Most Recent News

Shorepoint Launches First Private Fund

Shorepoint Capital Partners LLC is pleased to announce that we have completed our first close of the Shorepoint Income Fund I, LP on January 2, 2019 in the amount of $14,950,000. Shorepoint Capital Partners, LLC (“Firm”) is an independent owned, SEC registered investment advisor founded in 2009 in Massachusetts. The Firm emphasizes personalized client service […]

Commentary & News

Get the latest investment commentary and news from Shorepoint Capital Partners.

Client Newsletters

Unique Insights On Markets and Shorepoint’s Investment Strategies

We’re committed to keeping our clients informed, engaged and, we hope, occasionally amused with our opinions and views. In our Quarterly Client Newsletters, we share our in-depth perspective on the markets, where we think they’re going, and what we’re doing to take advantage of opportunities in our clients’ portfolios.

Most Recent Newsletter

Newsletter Q4 2018

Shorepoint believes that this is a buying opportunity and not the start of a bear market but a “normal” pullback as part of a secular bull market. Based on our assessment, we don’t anticipate a domestic recession and are adding about 5% to equities in our client accounts. However, we will first consider your cash […]

Sign Up For Our Newsletter

Fill out my online form.

Quarterly and Annual Market Reviews

Timely Updates On Financial Markets

We provide all clients with periodic analysis of recent news and policy decisions affecting the financial markets, including snapshots of market performance.

Most Recent Market Review

Quarterly Market Review: October-December 2018

Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the United States. Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American Free […]

Shorepoint News

See the latest news about our firm.

Most Recent News

Shorepoint Launches First Private Fund

Shorepoint Capital Partners LLC is pleased to announce that we have completed our first close of the Shorepoint Income Fund I, LP on January 2, 2019 in the amount of $14,950,000. Shorepoint Capital Partners, LLC (“Firm”) is an independent owned, SEC registered investment advisor founded in 2009 in Massachusetts. The Firm emphasizes personalized client service […]