South Shore Capital Advisors

Delivering boutique service and global perspective to private investors, their businesses and families.

Financial services in Newport, RI (show on map)

Boston-based wealth management firm offering offshore accounts, sustainable investing, and philanthropic commitments.

Call (401) 845-2009

About

South Shore Capital Advisors (SSCA) is a Boston-based financial services firm specializing in wealth management, retirement planning, and offshore investment accounts. With over 75 clients and $240 million in directly managed assets, SSCA adheres to a fiduciary standard, ensuring all actions are in the client's best interest.

The firm offers globally diversified portfolios, transparent communication, and personalized consulting across account sizes. SSCA also provides sustainable investing options aligned with client values and the UN's Sustainable Development Goals, as well as philanthropic support for local educational initiatives. The firm's expertise spans over 50 years of experience in global investment opportunities, leveraging a network of international experts to enhance client portfolios.

Fiduciary standard ensuring actions are in client's best interest

Global investment perspective with over 60% of global stock market capitalization

Comprehensive understanding of both U.S. and non-U.S. investment options

Integration of sustainable investing aligned with client values

Philanthropic commitments supporting local educational initiatives

Services

Asset and Wealth Management

Offers personalized separate accounts with full transparency, globally diversified balanced portfolios, and quarterly performance reporting.

Full transparency with assets held at leading custodians Globally diversified balanced portfolio with customization Open dialogue between clients and portfolio managers Quarterly performance reporting and market commentary

Offshore Custody of Client Assets

Facilitates and manages Swiss Investment Accounts for U.S. residents, offering jurisdictional diversification.

Custody of assets in Switzerland at leading private banks Access to a diverse range of investment options including foreign equities, U.S. stocks, bonds, precious metals, and currencies Integration with U.S. financial planning considerations

Sustainable Investing

Offers client-driven sustainable and impact investing portfolios aligned with personal values and long-term financial objectives.

Customized portfolios using inclusionary and exclusionary criteria Integration of Environmental, Social, and Governance (ESG) factors Alignment with UN's 17 Sustainable Development Goals (SDGs) Use of diversified ETFs or targeted individual investments

Philanthropic Commitments

Supports local educational initiatives and shares a commitment to community education.

Financial contributions to Cohasset education foundation Support for One Bead and Sail Newport organizations Alignment with the firm's mission to build educational legacies

Retirement Solutions

Provides comprehensive retirement wealth strategies, including 401(k) rollovers, IRA planning, and personalized financial analysis.

360 financial analysis of all investments Personalized retirement wealth strategy development Referrals to CPAs, estate planning experts, Medicare planners, and offshore trust formation experts Ongoing advice and implementation of concrete steps

Financial Planning

Creates lifetime cash flow models, incorporates client assets, income, and spending goals, and models portfolio sensitivity to market movements.

Lifetime cash flow modeling Incorporation of client assets, income, and spending goals Portfolio sensitivity analysis to market movements and economic events Comprehensive financial analysis and strategy creation