Shorepoint Capital Partners

Shorepoint has released our latest quarterly market update. To view past commentary, visit our website at: https://lnkd.in/eqfUeYY

We've published our newsletter for the third quarter. The markets moved ahead powerfully and broadly across all sectors and asset classes. From small cap to large stocks, emerging markets to international developed equities, and fixed income of all stripes and colors, it was a virtuous cycle for investors. The only exception was cash, where yields dipped slightly. We continue to fundraise for the second vintage of our private fund, Shorepoint Income Fund II LP. The strategy will involve a mix of Private Real Estate, Private Debt, and Private Equity investments. Please feel free to reach out if you'd like to discuss and see if there's a potential fit.

We're #hiring a new Wealth Advisor in Norwood, Massachusetts. Apply today or share this post with your network.

Shorepoint Capital Partners is seeking a Wealth Advisor to join our team. This exciting opportunity is based in our Norwood, MA, office. It requires a candidate with at least five years of financial services and client service experience and at least three years of experience as a CFP. Know someone who could excel in this role? Tag them below, and let's connect. #hiring

We've published our newsletter for the second quarter. During the quarter, growth stocks significantly outperformed value stocks, while Large/Mega Caps continued to dominate performance, driven by the hype surrounding Artificial Intelligence (AI). We are fundraising for the second vintage of our private fund, Shorepoint Income Fund II LP. The strategy will invest in a mix of Private Real Estate, Private Debt, and Private Equity investments. If you'd like to discuss and see if there's a potential fit, please feel free to reach out.

We are very excited about the progress of the Tina Vanech Scholarship Fund! $400K has been raised and those funds have grown to $500K with Community Prep's Endowment. Please check out our amazing scholar and consider supporting this great cause! https://lnkd.in/ePp4TJgC

Our Newsletter for the First Quarter Has Been Released: "In last quarter’s newsletter, we entertained the possibility of an ideal 'Goldilocks' scenario in which the Federal Reserve would embark on a path of accelerated easing while inflation remained tame and global growth picked up pace. Contrary to those expectations, recent signs of inflation have tempered the market's anticipation of Federal Reserve rate cuts for 2024. Current data indicates only a 21% chance of an interest rate cut at the upcoming June Fed meeting, a stark decline from the 66% likelihood estimated in late March."

We are honored to be recognized as 2024 Five Star Wealth Managers by Boston Magazine and Five Star Professional.

We are proud to announce that Shorepoint Capital Partners has launched a new private fund, with plans to invest across Private Debt, Private Real Estate and Private Equity investments. Please get in touch with us if you have any questions about the offering.

We're #hiring a new Client Service Associate in Norwood, Massachusetts. Apply today or share this post with your network.