Shore Point Advisors is an independent registered investment advisor, meaning we are not affiliated with a broker-dealer. As a fiduciary, we have a legal obligation to put the client’s best interests first, including before our own compensation.
Portfolio monitoring if held at Shore Point Advisors
Online client portal and mobile app
Client vault for important document storage
Quarterly market reports
Bi-weekly email newsletter
VIEW OUR FINANCIAL GPS
A strong investing foundation is the key to navigating your way through times of market volatility. We encourage you to read through our Financial GPS as a reminder of our core philosophies at Shore Point Advisors.
Within the latest edition of our Financial GPS, learn more about topics such as Important Questions to Ask Your Financial Advisor, Key Principals to Improve Your Odds of Financial Success and Key Fundamentals for Investors.
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