Growing & Preserving Wealth
Seashore Capital Management, LLC is an independent fee-only registered investment advisor located in Newport Beach, California. Our independence and fee-only status align our interest with our clients’ and, unlike many of our competitors, allows us to provide unbiased advice. Therefore, we deliver optimal investment management solutions while minimizing transaction costs and fees.
Founded in 2009, our mission is to help our clients reach their investment goals and objectives. We work to understand our clients' unique circumstances, risk tolerance, time horizon, and cash flow needs. Then we set realistic investment goals and objectives and implement a disciplined long-term investment strategy to achieve them.
Seashore Capital Management, LLC’s goal is to provide, over the long-term, portfolio returns that meet our performance benchmarks with less risk. Therefore, we engage in multiple layers of portfolio risk management. We believe investors are more likely to stick to a long-term investment plan with a portfolio that exhibits less volatility than its benchmark.
Our best clients are those who understand our investment approach and have conviction in their portfolio. Therefore, we are committed to educating and informing clients. A well-informed client is a better partner and more likely to reach their investment goals and objectives.