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Endowments, Foundations and Charitable Organizations

Institutional Investment Management and OCIO Services

Shorepoint offers institutional-quality investment management and advisory services to foundations, endowments and charitable organizations. In addition, we can serve as an Outsourced Chief Investment Officer for organizations who wish to delegate investment discretion and associated fiduciary responsibility to an investment manager with access to a wide range of markets and risk-mitigating strategies. By partnering with Shorepoint as their OCIO, trustees, board members and investment committees can free up valuable internal resources to focus on their organization’s core mission.

Shorepoint’s Outsourced Chief Investment Officer services include:

  • Investment Strategy/Implementation
  • Asset Allocation
  • Discretionary Investment Management
  • Investment Performance Reporting
  • Public and Private Market Access
  • In-house Research
  • Trustee/Board Education

Experienced OCIO

Shorepoint’s principals have over 50 years’ experience managing assets for foundations, endowments and other nonprofit institutions. In addition, our personal involvement in educational and nonprofit organizations at the board and investment committee levels gives us a unique perspective into the challenges trustee and board members face as they work to implement their organization’s mission. Learn more about our investment management approach and Shorepoint’s principals.

Financial Advisors and Investment Managers

Sub-advisory investment management services

Shorepoint’s growth-oriented, contrarian approach to active equity management is uniquely suited to financial advisors and other managers who seek to diversify and/or supplement the investment strategies they offer their clients. Learn more about our in-house research, active management approach, investment strategies, as well as private investments for Accredited Investors and Qualified Clients.

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

Call or email us today to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

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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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