Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC (CRD# 152087) is a financial advisory firm headquartered in Norwood, MA. They manage $207,796,119 in 684 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management208MILLION
Total Number of Accounts684ACCOUNTS
Average Account Value$303,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, MA, NY, RI, TX
Luis is a founder of Shorepoint Capital Partners and has over 30 years of financial services experience. He has managed growth equity portfolios for over 15 years, as well as investments for endowments, families, and individuals. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.
Luis also worked for Fidelity Investments for almost ten years. He held the position of Director, Equity Research for Fidelity's investment advisory affiliate, managed a Large Cap Growth portfolio and performed fundamental equity research. He continues to manage client relationships and customized portfolios in Core and Dividend strategies. Recently, Luis provided an interview to The Wall Street Transcript, depicting Shorepoint's philosophy and expanding on the firm's developed strategies. He was also featured in the January 2014 issue of The Suitonline magazine: "Singles and Doubles for Rounding the Financial Diamond".
Luis is a CFA charter holder and a member of the CFA Institute and the Boston Security Analysts Society. He earned an MBA from Suffolk University, where he was a member of Delta Mu Delta, the National Honor Society, and has a BS from the University of Massachusetts.
Shorepoint Capital Partners LLC was founded by Tim Vanech and Luis Raposo as a privately owned investment advisor that provides customized financial planning and asset management services to individuals, families, businesses, and nonprofit organizations.
We seek to provide our clients with maximum after-tax, risk adjusted returns over long term time horizons consistent with our clients' investment objectives. This is achieved through a conservative, common sense approach that focuses on generating income and minimizing risk - always mindful of each client's individual financial goals and changing life circumstances. Advice is provided through consultation with the client and may include: determination of financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
Timothy Vanech (CRD# 2677807) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Stoughton, MA and has over 21 years of experience in the finance industry.
Shuvam Bhaumik (CRD# 4697178) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Norwood, MA and has over 7 years of experience in the finance industry.