We cater to the unique financial needs of endowments, foundations, and charitable organizations. These services provide tailored investment strategies and oversight to help these entities achieve their long-term financial goals.
Endowments, Foundations and Charitable Organizations
We cater to the unique financial needs of endowments, foundations, and charitable organizations. These services provide tailored investment strategies and oversight to help these entities achieve their long-term financial goals.
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:
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.
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.
220 Norwood Park South
Norwood, MA 02062
781-341-7250
781-341-7246 (fax)
Managing Director
Managing Director,
Chief Investment Officer
