We use a common sense, tax-aware approach that focuses on capital appreciation, income generation and risk management—always within the context of your short- and long-term goals and changing life circumstances.
Entrusting your assets to an investment advisor is an important decision. There are many things that make Shorepoint stand out from the crowd. Here are a few to consider:
A Common Sense Investment Approach
We use a common sense, tax-aware approach that focuses on capital appreciation, income generation and risk management—always within the context of your short- and long-term goals and changing life circumstances.
Entrusting your assets to an investment advisor is an important decision. There are many things that make Shorepoint stand out from the crowd. Here are a few to consider:
Shorepoint is a privately owned, fee-only registered investment advisor. We chart our own course and answer only to our clients. You can be sure that we’ll always act in your best interests.
We’re a small group with extensive investment expertise—a combined 90+ years’ experience in portfolio management and investment research for institutions and individuals. We put our Wall Street-level capabilities to work to help our clients achieve their financial objectives.
Unlike most firms, we make all investment decisions based on our own research. We don’t rely on “approved” lists from a parent company or broker-dealer. When you discuss your investment strategy with Shorepoint, you have direct access to an experienced investment professional who understands every security in your portfolio.
Contrarian by nature, we prefer high-quality securities and sectors that are out of favor. We are quick to take advantage of market opportunities as they arise. At the same time, we are mindful of managing costs—turnover in our client portfolios are low.
We believe that an actively managed, diversified portfolio of quality, reasonably valued stocks with attractive income potential will add value over the long term.
Tim Vanech and Luis Raposo, CFA, have been recognized as Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last 12 and 10 years, respectively. Five Star Award Winners are chosen from thousands of wealth managers for their knowledge, service, experience and demonstrated excellence in meeting 10 objective criteria, including:
220 Norwood Park South
Norwood, MA 02062
781-341-7250
781-341-7246 (fax)
Managing Director
Managing Director,
Chief Investment Officer
