A complete list of active advisors currently associated with Shoreline Capital Corporation

Warmer can help you find a great advisor at Shoreline Capital Corporation or one who fits your needs even better.

Shoreline Capital Corp. provides discretionary, personalized portfolio management focused on high-net-worth individuals and associated trusts and does not serve individual clients who are not high-net-worth, an uncommon client profile for independently operated advisers. The firm manages roughly $75 million across a small client base and offers customized investment management on a case-by-case basis. The firm follows a fundamental, value-based equity approach, building concentrated portfolios that typically hold 10–30 individual company positions and generally maintain a low cash posture (cash and equivalents typically 5% or less). Portfolios are non-diversified by design, with no internal limits on position or sector weightings, and the firm may employ modest leverage only at a client’s request. Distinctive operational features include a single-advisor model in which that advisor conducts daily reviews and produces quarterly narrative reports describing portfolio activity and rationale. The firm generally places trades through a single custodian with whom it has a longstanding relationship, maintains personal-trading policies that prohibit trading ahead of clients, and votes client proxies with the stated aim of maximizing shareholder value.

To learn more about the advisors currently working at Shoreline Capital Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.