WE WORK FOR ONLY YOU
As an independent fiduciary wealth management firm, our only loyalty is to you, our client. Shoreline Partners is a fee-only fiduciary wealth management and investment advisor; you never have to worry about us contacting you to try to sell you any financial product. You can count on us for prudent, objective management of your assets with full transparency.
PEACE OF MIND
Investing can be stressful. You can have confidence that by investing with Shoreline Partners your portfolio will maintain broad diversification and minimize trading costs while systematically targeting securities with higher expected returns.
When advising a client in any situation, the question we ask is: “Would this advice be good enough for my Mom?”
EASE OF USE
Once you are invested with us, we take care of portfolio monitoring, investment selection, trading, and ongoing rebalancing. You can take that three-year sailing trip around the world and have confidence that your portfolio will continue to adjust to market fluctuations so that it consistently targets your chosen investment objective.
ACCESS TO DIMENSIONAL FUND ADVISORS MUTUAL FUNDS
Shoreline Partners Portfolios are constructed primarily of Dimensional Fund Advisors (DFA) mutual funds, which are not available to retail investors. We believe DFA funds offer the best value proposition in the fund industry and by utilizing DFA we are uniquely positioned to help you achieve your goals.
A COST-EFFECTIVE SOLUTION
Investors must keep costs low to derive maximum benefit from their investing. Our fee structure is typically lower than the vast majority of other investment advisory firms from an all in cost perspective.
TOP QUALITY PARTNERS
To bring Shoreline Partners to our clients, we have partnered with three of the most well-known and highly respected firms in the world. Advisory services are offered through Great Lakes & Atlantic Wealth Management & Advisory Partners, LLC, an independent Registered Investment Advisor (RIA) based in Charlotte, North Carolina. The custodian for Shoreline Partners Wealth Management, LLC is Raymond James Financial, Inc.