SHORE POINT ADVISORS, LLC

Overview

Shore Point Advisors, LLC is an independent registered investment adviser that focuses on serving individual, family and institutional clients. The firm combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with a fee model that includes percentage-of-AUM, hourly and fixed-fee engagements. Since its SEC registration in 2021, Shore Point has built a client-facing model that leans heavily on public funds and ETFs for core equity exposure, while selectively using third‑party managers for private-market and alternative allocations. Investment activity shows a clear preference for liquid, fund-based exposures: the firm’s public-asset allocations are concentrated in ETFs and mutual funds, and their 13F filings indicate a factor- and ETF-driven public equity approach (the top 13F position is a JPMorgan momentum-factor ETF). At the same time, Shore Point maintains access to a broad menu of alternative strategies—private equity, private credit, hedge funds, real estate/REITs, private placements and digital currency—implemented through external managers or fund vehicles for clients with appropriate risk profiles and liquidity tolerances. The firm also incorporates annuities where income guarantees or insurance wrappers suit client objectives; its industry affiliation with an insurance company supports that capability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices