Shore Point Advisors

Shore Point Advisors

Shore Point Advisors opened in Brielle, New Jersey in 2016 under founder and CEO Jason Lamb. The firm operates as an independent registered investment adviser, wholly unaffiliated with any broker-dealer, and serves high-net-worth individuals, pension plans, charitable organizations, and corporations from a single office at the base of the Point Pleasant Bridge. The firm's investment approach is built on three academic pillars: the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French Five-Factor Model. Portfolios are globally diversified across more than 12,000 stocks spanning over 40 countries, implemented through asset-class and structured funds designed to capture market rates of return. The strategy explicitly avoids individual stock selection, track-record investing, and market timing. Client service emphasizes a coaching model with quarterly check-ins, annual comprehensive financial planning, and continuous access to MoneyGuidePro planning software. Charles Schwab serves as the sole custodian, providing asset protection beyond standard SIPC and FDIC coverage. The advisory team numbers four professionals: Jason Lamb as CEO, Jake Ruemba as portfolio manager — who holds AIF, RICP, and AAMS designations — Carla Howlett as operations manager, and Colin Fay as an associate advisor. The firm does not disclose assets under management or aggregate deployment figures. No adjacent vehicles, club memberships, philanthropic foundations, or additional office locations are disclosed. Shore Point Advisors' structural differentiator is its strict adherence to passive, factor-based investing inside a fiduciary RIA wrapper that is entirely independent of a broker-dealer. The firm functions less as a traditional wealth manager and more as an investor coach, prioritizing ongoing education and behavioral discipline over active alpha-seeking. That posture places it in a distinct minority among independent RIAs catering to the high-net-worth retiree segment along the Jersey Shore.