A complete list of active advisors currently associated with South Shore Capital Advisors, LLC

Warmer can help you find a great advisor at South Shore Capital Advisors, LLC or one who fits your needs even better.

South Shore Capital Advisors serves individuals, high‑net‑worth clients, trusts, and businesses, managing roughly $273 million across discretionary and non‑discretionary accounts for about 96 clients with three advisors. The firm provides discretionary portfolio management and integrated financial planning (no separate planning fee), constructing customized portfolios of stocks, bonds, mutual funds and, occasionally, options. Investment decisions are driven by fundamental security analysis and a preference for globally diversified portfolios, with client risk profiles established through in‑depth discussions and regular reviews; the firm generally pursues a buy‑and‑hold approach rather than frequent trading. For clients who request ESG integration, South Shore uses a formal ESG Risk/Reward Goals Questionnaire framed by the UN Sustainable Development Goals and applies third‑party assessments such as the MSCI rating system and Sustainalytics in its security selection process. Compared with similarly sized supported advisory firms, South Shore is notable for its explicit, documented use of third‑party ESG metrics and a questionnaire‑driven ESG process, which the brochure describes in detail. The firm also operates as a small three‑advisor team with a $500,000 minimum to establish a relationship, and it recommends custodians that include Charles Schwab, Fidelity and the Swiss bank Bordier & Cie.

To learn more about the advisors currently working at South Shore Capital Advisors, LLC, 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.