Shoreline Capital Corporation

The firm provides personalized, discretionary portfolio management primarily to high‑net‑worth individuals and associated trusts, managing roughly $72 million across a small number of client accounts. Accounts generally open above $100,000 and custody is maintained with independent broker‑dealers, with advisory fees debited from client accounts when authorized.

Investment decisions are driven by a fundamental, value‑based equity selection process that combines qualitative assessments of management and industry with proprietary valuation estimates. Portfolios are intentionally concentrated (typically 10–30 names), generally targeted to be fully invested with cash at or below about 5%, and the firm does not impose internal limits on single‑stock or sector weightings, although clients may impose reasonable restrictions.

Noteworthy distinctions include a narrow client focus—almost exclusively high‑net‑worth individuals and trusts with no service segment for non‑HNW retail clients—and a very small client base that concentrates oversight in the firm’s principal, who conducts daily account reviews and executes portfolio decisions. The firm also routinely votes proxies on clients’ behalf, routes trades primarily through a single custodian, and maintains policies intended to prioritize client orders over the adviser’s personal trades.