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  • Opportunistic Investments

    Identifying Opportunity. Navigating Risk.

Opportunistic Investments: Tactical Diversification, Extra Return

Diversification is an important component of your total investment management strategy. It helps lower the risk of the overall portfolio and can provide opportunities for extra return.

In addition to traditional stocks and fixed income securities, we also make opportunistic investments in nontraditional asset classes that are attractively valued relative to the equity and bond markets.

The decision to invest in these securities is always based on current market conditions, the diversification and return potential to the portfolio, and your risk tolerance.

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 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

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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