Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in todays marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances.
General Information |
Firm Start Year: | 2017 | |
States Licensed in: | CA, NY, TX, HI, MA |
Number of Years with Current Firm: | 3 |
I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses |
Services |
Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI) |
I can meet clients in the following ways: | Via Phone, Via Email, At your home, Video Conference, At my office, At your office |
Compliance |
Registered Investment Advisor: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee Only |
Compensation Methods: | Based on Assets, Hourly |
Fee % Based on Assets: | Varies |
Minimum Fee Charged for Managed Accounts: | $2500 per year |
Organization: | CFA Society of San Francisco San Francisco, CA |
Position : | President |
Duration : | 06/01/2013-06/01/2014 |
Organization: | CFA Society of San Francisco San Francisco, CA |
Position : | Board Member |
Duration : | 06/01/2008-06/01/2015 |
Organization: | Strawberry Recreation District Mill Valley, CA |
Position : | Secretary |
Duration : | 12/04/2019-Currently holding |
Bachelor of Science - Socially Responsible Investing |
University of Vermont - Burlington, VT
09/01/1991-03/01/1997 |
Marc has spent more than 20 years in the investment industry. He embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange. Marc successfully completed all three levels of the CFA examination and earned the right to use the Chartered Financial Analyst (CFA) designation in 2006. This rigorous course of study is globally recognized as the designation of distinction for institutional and private wealth money managers and analysts. CFA Charterholders are held to the highest of professional standards and adhere to the CFA Institutes Code of Ethics and Standards of Professional Conduct.
Financial Planning for Businesses |
As a small company you want to ensure you are saving as much as possible for your retirement as well as that of your employees. Shorepine Wealth Management has helped small companies build and manage small defined benefit plans and 401(k)s. These plans can not only significantly increase the amount a typical small company owner saves versus traditional SEP or SIMPLE IRAs, the tax savings can also be significant. Oftentimes the result is 2 or 3 times what they were saving before in pre-tax dollars. We work with third party administrators to help establish the plan, maintain record keeping, file the appropriate documents and ensure your plan is on track and within all regulatory requirements. We also mange the investments where appropriate. |
Financial Planning for Individuals |
Upon initial consultation, we will collectively establish the best plan for you and your family's unique circumstances. This plan will be reviewed and adjusted at least annually and more often as circumstances dictate. Life planning, goal setting and wealth accumulation are constantly changing endeavors and we are there to advise you at every step along the way. We employ a well established financial planning tool that is web-based and interactive. Each client has their own personal portal for the life of their relationship with Shorepine Wealth Management. |
Portfolio Management |
Each client is different with differing needs, objectives and risk tolerances. So each account will vary by those factors. That being said, I employ a CORE Equity strategy (US large cap stocks) surrounded by low cost ETFs for most of my clients. Clients with fewer assets will likely receive an ETF-only portfolio, to save on costs. All of our strategies employ an opportunistic rebalancing strategy and have a focus on reducing costs and taxes wherever possible. We also employ tax loss harvesting to help reduce taxes when we can. |
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Sun. | 9:00 AM - 6:00 PM |
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
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Sat. | 9:00 AM - 6:00 PM |
Focus on San Francisco Bay Area. National capabilities. |