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  • Private Investments

    Identifying Opportunity. Navigating Risk.

Private Investments: Exclusive Opportunities For Added Diversification

Private market investments can offer additional return and portfolio diversification opportunities for Accredited Investors and Qualified Clients whose tolerance for risk and illiquidity support long-term capital commitments.

We have a process-driven approach to selecting our private investments. We call it the 5 Ps of private investment selection:

  • People: The quality of the management team
  • Process: The quality and repeatability of the manager’s investment strategy
  • Performance: A proven track record of performance
  • Price: The cost of the investment
  • Positioning: Allocations to private debt and private equity across asset classes to generate both yield and expected return

Private investments have specific characteristics that make them risky and unsuitable for many investors: they are illiquid; they often bear higher expenses and sizeable minimums; they typically require great effort to analyze and monitor; and, in some instances, they contain the potential for total loss of capital.

Contact Shorepoint Capital

If you’d like to learn more about private market investment opportunities, please contact our 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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