Private Investments

Exclusive Opportunities For Added Diversification

Private market investments can offer additional return and portfolio diversification opportunities for Accredited Investors and Qualified Clients whose tolerance for risk and illiquidity support long-term capital commitments.

Happy mid aged business woman handshaking greeting client in office

Private Investments

Exclusive Opportunities For Added Diversification

Private market investments can offer additional return and portfolio diversification opportunities for Accredited Investors and Qualified Clients whose tolerance for risk and illiquidity support long-term capital commitments.

We have a process-driven approach to selecting our private investments. We call it the 5 Ps of private investment selection:

  • People

    The quality of the management team

  • Process

    The quality and repeatability of the manager’s investment strategy

  • Performance

    A proven track record of performance

  • Price

    The cost of the investment

  • Positioning

    Allocations to private debt and private equity across asset classes to generate both yield and expected return

Contact Shorepoint Capital

Find an experienced and independent investment advisor who will tailor a common-sense investment strategy to meet your goals. Let us help you achieve your financial objectives with a personalized approach.

Contact Shorepoint Capital

Find an experienced and independent investment advisor who will tailor a common-sense investment strategy to meet your goals. Let us help you achieve your financial objectives with a personalized approach.