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:
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.
If you’re looking for an experienced, independent investment advisor who’ll customize a common-sense investment strategy designed to meet your goals, contact us to speak with Managing Directors Tim Vanech and Luis Raposo, CFA.