Shorepoint Launches First Private Fund
/in NewsShorepoint 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 […]
Congratulations to Ashley Lareau, CFP®
/in NewsWe are proud and thrilled to announce our valued colleague, Ashley Lareau, has recently completed her training at Boston University to become a CERTIFIED FINANCIAL PLANNER™ practitioner. She undertook the extensive exam at the end of 2018 and passed with flying colors! Ashley has been with Shorepoint for over seven years and has been a […]
Shorepoint Welcomes John Barrett
/in NewsWe are very pleased to announce that John Barrett, CFA has joined our management team as a Senior Portfolio Manager after spending the last fifteen years of his career at Columbia Threadneedle Investments. At Columbia Threadneedle, John oversaw more than $2B in institutional client assets within the asset allocation group. Prior to this, he spent […]
2018 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2018 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the sixth year in a row Mr. Vanech has been recognized, and the fourth year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
2017 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2017 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the fifth year in a row Mr. Vanech has been recognized, and the third year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
2016 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2016 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the fourth year in a row Mr. Vanech has been recognized, and the second year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
Shorepoint in the News
/in NewsCommunity Preparatory School, one of the local organizations Shorepoint supports, released a quarterly newsletter featuring the founding partners for their active involvement. Tim Vanech personally delivered 500 cans for the school’s annual food drive, which won delighted students the chance to watch several faculty members kiss a baby pig. Also, in honor of its fifth […]
2015 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2015 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the third year in a row Mr. Vanech has been recognized, and Mr. Raposo is a first-time recipient. Candidates for the award had to meet 10 object criteria that are associated with wealth […]
Acquisition of Orienteer Financial of Essex, MA
/in NewsShorepoint Capital Partners LLC is pleased to announce the acquisition of Orienteer Financial of Essex, MA, an independent registered investment advisor. As a part of this merger, Shorepoint will be joined by Orienteer founder and Senior Wealth Manager, Brian C. Keating, CFP®. Brian brings over two decades of financial planning and investment management experience to […]
2014 Five Star Professional
/in NewsFor the second year in a row, Tim Vanech was recognized as a Five Star Wealth Manager by Boston magazine and Five Star Professional. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to […]
The Suit Magazine: Singles and Doubles for Rounding the Financial Diamond
/in NewsOne need look no further than popular investment advice columns published this fall in Forbes, Investopedia, U.S. News and World Report and the Wall Street Journal to recognize that today’s trend focuses on caution. Wall Street gurus continue to emphasize the benefits of “conservative” investing and that theme isn’t lost on investors working outside New […]
Wall Street Transcript: Investing in Attractive Valuations and Consistent Dividends
/in NewsLuis Raposo, one of the founders of Shorepoint Capital Partners, was interviewed by The Wall Street Transcript in January 2013. In the article, he shares his ideas on investing, both in general and for 2013. He talks about his own background in the financial industry, as well as Shorepoint’s place among other wealth managers. Mr. […]
