Capital Appreciation Equity Strategy: Growth At a Reasonable Price
If your long-term objectives call for an investment strategy that helps you accumulate assets over the long term, our Capital Appreciation Strategy is a good starting point for the core equity allocation of your customized total portfolio approach.
Capital Appreciation portfolios hold 30-40 diversified stocks that we believe offer growth potential at a reasonable price. We also take prudent risk relative to your goals and individual tolerance for volatility.
Contact Shorepoint Capital
If you’re looking for an experienced and independent investment advisor who’ll customize a common-sense investment strategy designed to meet your goals, contact us to arrange a consultation with Tim Vanech and Luis Raposo, CFA.