South Shore Investment Services LLC

South Shore Investment Services manages investment portfolios and creates personalized financial plans to help clients reach their goals. The firm builds customized portfolios using modern portfolio theory and technical analysis, taking into account each client's risk tolerance, time horizon, and personal values. South Shore Investment Services also offers financial planning covering retirement, taxes, estate planning, insurance, and education funding. Clients can work with in-house legal counsel for estate planning documents, though they are free to use outside attorneys. The firm primarily recommends Charles Schwab as custodian and broker for holding client assets.