Welcome to Shoreline Asset Management, LLC. We specialize in financial and retirement planning and investments. Providing fee-only services designed to meet the individual needs and best interests of clientele. Our approach to investing is distinctive from that of the vast majority of investment advisors who actively select investments or time the market. We use institutional passive asset class funds. Our clients benefit from the results of decades of Nobel prize-winning research, which indicate that passive asset class investing is the winning investment strategy. Further, we offer individual access to what we believe are the world's leading no-load asset-class mutual funds -- typically only available to large, institutional-level investors. Such funds:
- Are cost-effective (low internal costs)
- Are tax-efficient (low turnover)
- Accurately invest your funds in asset class(es) selected for your portfolio.
By charging a fee for our services (rather than a commission to buy and sell assets) our goal is your goal -- to increase your portfolio's value.
We begin, not by giving advice, but by listening to you. We help you determine how much risk you're willing to accept to achieve your goals. Through quarterly reports, regular personal meetings and on-going guidance, your alliance with Shoreline Asset Management is a long-term, growing relationship.
We have passed a milestone by joining the $50 Million+ Club as listed in the CPA Wealth Provider article. Check out the article listed under Links on the menu bar.
412 S. Main Street
New Castle, IN 47362
Tel: 765.593.2487 Fax: 765.521.4629
450 E. 96th Street, Suite 500
Indianapolis, IN 46240
Tel: 317.581.6235
E-mail: mes@shoreco.com or jay@shoreco.com