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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:

  • We’re an Independent Fiduciary

    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.

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  • We Have World-class Investment Expertise

    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.

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  • We Do Our Own Security Research

    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.

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  • We Don’t Follow the Herd

    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.

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  • We Have a Time-tested Investment Philosophy

    We believe that an actively managed, diversified portfolio of quality, reasonably valued stocks with attractive income potential will add value over the long term.

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Contact Shorepoint Capital

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.

Contact us
  • Financial Planning
    • Getting Started
  • Investment Management
    • Asset Allocation
    • Equity Investments
      • Portfolio Management
      • Dividend Growth Strategy
      • Capital Appreciation Strategy
    • Fixed Income
    • Opportunistic Investments
    • Private Investments

Five Star Wealth Manager

Tim Vanech and Luis Raposo, CFA, have been recognized as Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last seven and five 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:

  • Actively working as credentialed professionals in financial services for at least 5 years.
  • Favorable regulatory and complaint history review.
  • Accepting new clients.
  • Client retention rates.
  • Number of households served.
  • Education and professional designations.

 

  • 220 Norwood Park South
  • Norwood, MA 02062
  • (781) 341-7246
  • (781) 341-7250

Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


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