BAYSHORE ASSET MANAGEMENT, LLC
CORAL GABLES, FLORIDA

Bayshore Asset Management, LLC is a Registered Investment Advisor based in Coral Gables, Florida, specializing in fee-only investment portfolio management services. The company serves individuals, businesses, trusts, and retirement plans with an academically driven investment philosophy that aligns with clients' financial goals. Bayshore emphasizes fiduciary duty, independence, and a fee-only structure to ensure alignment between its business interests and client best interests. Founded on November 1, 2007, the company is incorporated under Florida law (File Number: L07000110865) and operates under the FLAL company type. As reflected in their last annual report filed on April 5, 2024, Bayshore maintains a commitment to high standards and thorough oversight in investment management. Their services are conducted out of the Mailing Address at 121 Alhmabra Plaza, Coral Gables, FL, with contact available via phone numbers (786) 888-9400 and (786) 888-8600. The leadership team, including managers Gabriel M Bustamante and Gabriel J Bustamante, guides Bayshore Asset Management in practicing a personalized advisory approach. Their unique strategy involves developing long-term investment strategies based on decades of academic research. This approach is aimed at reassuring clients while reducing financial stress by focusing on their life goals and objectives.