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  • Capital Appreciation Strategy

    Identifying Opportunity. Navigating Risk.

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.

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

Latest Commentary

  • Newsletter Q4 2022January 9, 2023
  • Newsletter Q3 2022October 11, 2022
  • Newsletter Q2 2022July 20, 2022

  • 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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