South Shore Capital Advisors, LLC

South Shore Capital Advisors, LLC is an independent registered investment adviser based in Cohasset, MA, established in 2006 by Taylor Thomas and joined by Lowell Thomas in 2008. As of December 31, 2024, the firm manages $217,384,769 in assets, with $147,492,527 in discretionary assets and $78,617,557 in non-discretionary assets. The firm offers customized portfolios of stocks, bonds, mutual funds, and options, tailored to individual client investment objectives and risk profiles. Taylor Thomas and Caitlin Appleton are the principal owners as of January 1, 2025. Clients engage the firm for discretionary portfolio management through an investment advisory agreement. The fee structure is based on assets under management, with fees ranging from 2% for accounts between $100,000 and $500,000 to 0.75% for amounts over $2 million. Clients may also incur additional expenses such as trading commissions and custodial fees. South Shore Capital Advisors does not charge performance fees and serves various clients, including individuals, trusts, high net worth individuals, corporations, and businesses. The firm's investment strategies involve fundamental analysis, global diversification, and consideration of ESG factors for sustainable long-term returns. Clients have the option to integrate ESG factors into their investment strategy through a structured process. The firm operates under a fiduciary standard, acting in the best interests of clients and maintaining high ethical standards.