Taylor Thomas
Owner, South Shore Capital Advisors
- Role
- Owner at South Shore Capital Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Taylor Thomas
Expert Wealth and Portfolio Manager. Advisor to U.S. residents seeking offshore portfolio…
Experience
Owner
Dec 2006 — Present
We founded South Shore Capital Advisors to provide individual investors with something remarkably rare in today’s investment world - personal client service from seasoned principals delivered in a straight-forward fashion. We refer to the three hallmarks of our offering as: Transparency, Customization, and Access:Transparency: We construct portfolios with an emphasis on the thoughtful allocation of resources into securities that are valued daily and available for viewing on line. Our client holdings are not esoteric securities, structured products, or insurance offerings.Customization: Unlike many commission based advisors, we are not continuously pushing our clients into the latest “hot product.” Our clients receive individualized attention and customized portfolios that reflect their unique needs and circumstances. For some that means income, for others growth, and for many a combination of the two. We also address unique circumstances such as pre existing securities holdings that may require special handling.Access: SSCA clients speak directly with a principal of the firm who makes the investment decisions for their accounts. Firm principals have over 50 years of combined experience serving institutional and individual clients for large global investment banks both in the U.S. and overseas.For our clients, we are a welcome change from most of what is available in the financial industry today. If you have over in investible assets, and would like to learn more about South Shore Capital Advisors, please call us at 78••••••10 and visit our website at We would be happy to speak with you about some of our recent investments.
Education
The Tuck School of Business at Dartmouth
MBA
1992 — 1994
Dartmouth College
B.A., History
1984 — 1988
Skills
- Investments
- Mergers & Acquisitions
- Asset Management
- Asset Allocation
- Due Diligence
- Hedge Funds
- Investment Banking
- Strategic Planning
- Portfolio Management
- Start-Ups
- Venture Capital
- Securities
- Financial Services
- Private Equity
- Equities
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