246 Goose Lane, Suite 201 Guilford, CT 06437
Why Choose Us
Investment Philosophy
Our Investment Philosophy: Pursuing a Better Investment Experience

Shoreline Financial Advisors investment philosophy is built upon evidence based principals based on sound academic research. Our investment philosophy is structured to capture the markets’ return.  Further, it is designed reduce the risk of bad timing affecting your long-term portfolio value by removing emotion from investment decisions.  Finally, it works to improve the probability that your financial plan will be successful. 

The United States, in addition to much of the world, is based on capitalism.  The long-term growth of stock markets is a reflection of the growth of the earnings of the companies that make up the stock market.  This growth in total earnings is a result of the growth of economies.  

 The principals outlined below are the foundational structure of our investment approach to building wealth.  Please take a few minutes to scroll through and read the ten slides.  

We Always Put Your Interest First
Your investment portfolio should be low-cost, easy to understand, and transparent. To have the best chance for success, there are certain DOs and DON’Ts. Here are ours.
We Don't
We Do
Our Portfolios Are Well Diversified
We use characteristics that have proven to perform over long periods of time. We focus on researched and proven ideas such as:
This out-performance may not be consistent and an investor needs to have a long-term investment horizon. Further, investors need to consider that premiums are never guaranteed and thus can undergo periods of negative returns in both relative and absolute terms.
How Can We Help You?

We are a fiduciary.  We offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind.  Ready to take the next step?  Let’s talk about how we can get you there.

*The premiums described above are based on the research of Eugene Fama and Kenneth French. Eugene Fama and Ken French are members of the Board of Directors of DFA LP. Returns are based on Fama/French indices using CRSP securities data. There is no guarantee strategies will be successful in the future. Past performance (including simulated past performance) does not guarantee future or actual results. Any performance shown is gross performance, which includes the reinvestment of dividends and other earnings but does not reflect the deduction of investment advisory fees and other expenses. A client’s investment returns will be reduced by the advisory fees and other expenses it will incur in the management of its advisory account.