Blue Shores Capital is a boutique proprietary fund management company operating within Independent Portfolio Consultants, Inc. (IPC). Blue Shores specializes in developing and managing alternative investment portfolios and is capable of white-labeling niche strategies. Our custom products serve various specific mandates and constraints that are unique solutions for our clients’ needs. Our investments are selected using a top-down macro-economic framework that is complimented by a rigorous bottom-up fundamental research process. We focus stringently on risk management and downside protection.
Blue Shores Capital was established in 2006. Working together, we provide IPC with the full support, expertise, and creative solution skillsets within Blue Shores. IPC is a Securities and Exchange Commission registered investment advisor founded in 1989, which currently consults over $2 billion in high net worth and institutional client assets.
“The Halliday Group (“THG”) has a long history of successful business across several industries. In the financial sector, THG created, built and sold Halliday Financial Management (“HFM”). HFM consisted of three separately established licensed securities companies. It was one of the most prestigious Boutique Financial Groups in Australia. Among several innovations, HFM was the designer of the first Sharia compliant public superannuation fund in Australia as well as the designer and creator of the first structured product (under the banner of Merrill Lynch) that was listed on the Australian Stock Exchange.
THG is led by Mr. Michael Halliday, who has decades of experience creating and building businesses in the financial industry. He was the Founder/State Manager, BZW Meares Financial Services in 1986 (subsidiary of Barclays Bank) and was the Founder/Head of Financial Planning/Funds Management for Matheson Greenwood Challoner (subsidiary of Jardine Fleming – owned by Jardine Matheson out of Hong Kong and Robert Fleming out of the UK).”