We believe it essential to be both approachable and available to clients whilst offering a friendly and professional approach.
We offer access to an array of wealth management services, innovative investment ideas and opportunities including trust and estate planning services.
Shorestone creates and implements medium and long-term asset allocation strategies according to each client’s risk tolerance.
We believe our clients are best served by our dedication and commitment to delivering our portfolio management capabilities by accessing independent global research to meet their individual objectives.
Our strength is our combined knowledge and experience and we provide a disciplined approach to portfolio strategy and management. Outstanding client service is the hallmark of a Shorestone relationship.
We evaluate each client’s needs, preferences and risk by determining spending and lifestyle requirements, anticipated capital expenditure and desire for generational wealth transfer.
Strategic Asset Allocation
We balance investment opportunities from across the globe with a range of different asset classes. We employ a robust asset allocation process which balances risk with return. This enables us to provide the appropriate level of portfolio diversification. Throughout the year, we may recommend changes within the portfolio if necessary.
Portfolio Construction and Rebalancing
Taking into account current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments.