Who Should Invest

Blue Shores’ approach to investing recognizes that proper diversification is largely a function of a portfolio containing securities with differing fundamental characteristic exposures, not merely the number of securities held. Investors who enjoy “owning companies” and having an opportunity to know what they own and why they own it are ideal Blue Shores clients. Additionally, investors who take pleasure in communication about the market environment and, more importantly, how it may be affecting their portfolio’s positioning, may be a good fit for the Blue Shores approach to managing client assets.

The core equity strategy is for investors whose portfolio, or a portion of a broader portfolio, has a capital appreciation objective over a long-term time horizon, i.e. 7+ years. The core equity strategy seeks to aggressively grow equity capital and as a result the strategy may at times be more volatile than the broader equity market. Balanced accounts have a fixed income component of select fixed income ETFs in addition to the core equity strategy. Such accounts seek a balance between current income, capital preservation, and capital growth. There is no assurance that the strategy’s objective will be met or that the portfolio will not lose money.

Following each quarter-end, BSC clients receive a quarterly report. This report contains detailed information about the portfolio, including performance versus benchmark data and a holdings/valuation report. Total equity account performance is compared against the S&P 500 Total Return Index when appropriate. Each underlying strategy is compared against a more specific index, i.e. the Russell Midcap Growth Index for the growth allocation and the Russell 2500 Value Index for the value allocation. Blue Shores utilizes Unified Managed Account (UMA) technology that allows different portfolio elements to be managed and tracked within a single custodial account.

For balanced accounts, the fixed income allocation is compared to the Lehman Intermediate Government/Credit Index. Additionally, clients receive a market letter from the portfolio manager that addresses quarterly investment themes and other points of interest concerning the client’s portfolio. Often, particularly after significant market events, intra-quarter communication is sent to clients via email or internet presentation.