Institutional Investment Management and OCIO Services
Shorepoint offers institutional-quality investment management and advisory services to foundations, endowments and charitable organizations. In addition, we can serve as an Outsourced Chief Investment Officer for organizations who wish to delegate investment discretion and associated fiduciary responsibility to an investment manager with access to a wide range of markets and risk-mitigating strategies. By partnering with Shorepoint as their OCIO, trustees, board members and investment committees can free up valuable internal resources to focus on their organization’s core mission.
Shorepoint’s Outsourced Chief Investment Officer services include:
Experienced OCIO
Shorepoint’s principals have over 50 years’ experience managing assets for foundations, endowments and other nonprofit institutions. In addition, our personal involvement in educational and nonprofit organizations at the board and investment committee levels gives us a unique perspective into the challenges trustee and board members face as they work to implement their organization’s mission. Learn more about our investment management approach and Shorepoint’s principals.
Financial Advisors and Investment Managers
Sub-advisory investment management services
Shorepoint’s growth-oriented, contrarian approach to active equity management is uniquely suited to financial advisors and other managers who seek to diversify and/or supplement the investment strategies they offer their clients. Learn more about our in-house research, active management approach, investment strategies, as well as private investments for Accredited Investors and Qualified Clients.
Contact Shorepoint Capital
We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.
