A complete list of active advisors currently associated with South Shore Investment Services LLC
Warmer can help you find a great advisor at South Shore Investment Services LLC or one who fits your needs even better.
South Shore Investment Services provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm reports about $118 million in discretionary assets across roughly 570 client accounts and offers ongoing discretionary management, financial planning (including optional estate planning work with in‑house counsel), and access to third‑party investment managers. SSIS documents client objectives in individualized Investment Policy Statements and uses a mix of modern portfolio theory and technical analysis across both long‑ and short‑term trading approaches. Accounts are reviewed at least monthly by the firm’s designated reviewer, and SSIS may place client assets with third‑party managers while continuing to provide oversight. Distinctive features disclosed in the brochure include that some supervised persons are licensed life and health insurance agents who receive commissions on insurance sales, a potential conflict the firm acknowledges because those commissions are not offset against advisory fees. The firm also recently moved to SEC registration after exceeding $100 million in AUM, does not aggregate block trades for multiple clients (which may affect execution and pricing), and notes the use of third‑party service providers that employ artificial intelligence, with related operational and data risks.
To learn more about the advisors currently working at South Shore Investment Services 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.
Name |
Location |
Years of experience |
|---|---|---|
Norwell, MA
| 6
| |
Norwell, MA
| 11
|
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