A complete list of active advisors currently associated with East Shore Investment Management LLC

Warmer can help you find a great advisor at East Shore Investment Management LLC or one who fits your needs even better.

East Shore Investment Management LLC provides discretionary asset management and consulting services aimed at institutional investors and high‑net‑worth individuals, and it also offers model portfolio recommendations to other advisers. The firm concentrates on real estate securities—both publicly traded and non‑traded, across equity, debt and hybrid instruments—and currently reports no assets under management or active clients. The investment process is grounded in fundamental analysis with continuous portfolio monitoring and rebalancing as market conditions change. East Shore’s strategy set includes long‑ and short‑term trading and explicitly contemplates the use of leverage and derivatives (short sales, margin transactions, and options); because of its specialized portfolio construction, it generally does not permit client‑imposed security restrictions. Distinguishing features relative to many peers include the combination of a focused real‑estate‑securities mandate with active use of short sales, margin and options, and the firm’s offering of model portfolios to other advisers. The firm is owned by HV Capital LLC, maintains a written code of ethics and allocation policies to address personal trading conflicts, does not participate in wrap programs, and currently operates with a single advisory principal and no client accounts.

To learn more about the advisors currently working at East Shore Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.