Shorebird Capital is an independent investment management firm that creates and maintains model investment portfolios for affiliate and non-affiliated financial services companies. The firm operates as a model portfolio provider rather than directly managing accounts for individual retail investors. Shorebird Capital offers six distinct model portfolios covering various risk levels and investment styles, ranging from conservative fixed income strategies to 100 percent global equity portfolios. The firm utilizes fundamental, technical, and quantitative analysis to build and monitor these strategies, incorporating a rules-based system to adjust macroeconomic allocations. Shorebird Capital provides its model portfolio strategies on the SMArtX investment platform and does not exercise direct management or investment discretion over individual client accounts. The firm is owned by Titleist Asset Management.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.