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The Fundamentals
of Investing
Investing, whether for personal, retirement, tax strategies or other purposes
is a science of principles. Once understood, these principles can be applied,
implemented and monitored regularly to enhance the greatest likelihood of success
while minimizing the potential of loss. Understanding these principles is simple
but not easy. The skill comes not just from the understanding of the fundamental
principals but the discipline to apply them whether times are good or
bad. It also requires a willingness to assess what is really occuring rather
than denying, hoping or rationalizing in either favorable or unfavorable market
cycles. Our diversified investment advisors keep you on track.
The Categories of Investments
The categories of investment are endless, both in terms of possibilities and
in combinations of those possibilities. However, for the purposes of being able
to break it down to the basics for the purposes of our readers, we are limiting
these to two categories: personal (including estate, custodial, fiduciary and
so on) and retirement (including IRA, 401K, 403B, pension and so on) investments.
Returns on personal investments, also known as non-qualified investments for
IRS purposes, are generally part of an individual's annual tax filing. Returns
on retirement investments, also known as qualified investments for IRS purposes,
are generally not part of the annual tax filing. By clicking on the appropriate
area of interest in the left margin, we hope you will be able to gain a much
better understanding of the investment possibilities available.
Providing Unbiased Solutions for Your Investment Needs
Although affluent individuals clearly understand the importance of unbiased investment
decision-making in reaching their financial objectives, very few sources of objective,
expert investment advice are available to you.
Shoreline Wealth & Investment Management's experienced diversified investment
advisors provide unbiased advice and support--through fee-based services--that
will help you:
 Integrate
your tax, estate, and investment affairs
Gain
exposure to a wider range of investment options
Keep
all of your investment information together in one
easy-to-access place
Save
valuable time and energy
Shoreline
Wealth & Investment Management's team of
diversified investment advisors has the ability to
integrate key aspects of your financial life--tax, estate,
and
investments. Working together, we'll design a completely
customized plan based upon your unique situation.
Executive Overview
Investment Advisory Services is designed to support high-net-worth individuals
who:
Want
a consolidated view of their investments but don't want
to limit themselves to one broker and its proprietary
products
Seek
to achieve financial objectives concurrently, including:
investment diversification, tax minimization, inheritance
provisioning for their children, and wealth sharing
through philanthropic efforts
Desire
assistance in managing their investments with the help
of multiple money managers and brokers
Comprehensive Design and Delivery
Your team of advisors will help you develop an unbiased investment management
strategy by drawing on four related areas:
Strategic Planning
Coordinate with current providers
Consider estate and philanthropic objectives
Provide for long-term wealth management
Asset Class Selection
Analyze long-term history versus short-term
trends
Supply diversification strategies
Manage portfolio volatility
Provide structured portfolio management solutions
Implementation
Coordinate custody of client assets
Design and structure investment portfolios
Facilitate contract execution, including negotiation of fees
Effect buying and selling of large blocks of stock through our Capital Markets
Group
Review and Control
Formalize investment policy
Manage taxes relating to portfolios on an ongoing basis
Monitor investment manager performance versus specific guidelines Provide
quarterly reports on aggregate portfolios, each asset class, and individual
investment managers
Specialized Teams
Shoreline Wealth & Investment Management adds depth
to all stages of the investment process - from strategy
to development and execution working with all of your
advisors to offer a customized investment strategy coordinated with your
tax
and estate planning needs. We provide with customized, intelligently structured
portfolio management solutions that incorporate your tax, estate and trust,
and philanthropy plans. The group combines rigorous asset allocation with
unbiased investment manager research, enabling you
to preserve and grow capital.
Secure, Online Access
Through Shoreline Wealth & Investment Management's
online center, you gain secure access to a consolidated,
monthly view of your entire portfolio. So
you can easily monitor your investment performance whenever you prefer, wherever
you are. Supported by a team of investment professionals and fueled by advanced
Internet technology, the Investment Center provides:
Secure,
around-the-clock access to your portfolio
Tracking
that monitors the intraday market activity of your
current holdings
In-depth,
customized reports that cover multiple aspects of your
investment strategy including asset distribution, gains
and losses, and investments summaries
Shoreline's Competitive Edge
Whatever your need, there are many plans and competitive rates Shoreline Wealth
and Investment Management can assist you in obtaining.
For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
This page (formatted for versions 4.0 and higher
of Netscape or MSIE) is updated regularly so check in
from time-to-time to see new articles and updates.
You can click on any underlined words on each
page to see a specific wealth management topic in the
left margin of each page.
Charles M. Bloom, Registered Principal offers securities
and advisory services through Centaurus Financial, Inc. - 214 Calle Palo Colorado, CA, 93105 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - Member FINRA and SIPC.
The information contained in this web site is neither an offer nor solicitation of any security or service.
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