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Сore values

and our advantages

We Are A Fiduciary

Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients.

We Are An Advisor

We are compensated by advisory and portfolio management fees only, offering a fully transparent solution for individuals, families and corporate clients.  We do not charge commissions, are independent and not affiliated with a broker/dealer or bank.

We Help You Achieve Your Goals

In the end, it’s all about reaching goals.  We focus on our clients’ goals and give them true consideration and thorough recommendations.