PHONE: 877-922-SCIA (7242)   FAX: (949) 825-7541
South Coast Investment Advisors specializes in investment management for high-net worth individuals and their families.

We believe accumulating wealth throughout your life takes persistence and focus.  Our intention is to create an experience that empowers our clients to make the best decisions possible.  Our purpose is to serve as personal CFO to a select group of investors and their families, to help them lead remarkable lives.

Working in close partnership with each client’s trusted advisors (CPA, Trust Attorney, etc.), we are able to develop an insightful, personal benchmark that is unique to each client.  This benchmark is the client’s blueprint for performance and portfolio strategy, supported by sophisticated asset allocation and economic analysis.

Before we design a personalized performance strategy, we carefully consider the client’s unique situation, tax sensitivity, risk tolerance, and income needs.  Clients benefit from our steadfast approach to: state-of-the-art portfolio management focused on meeting personal portfolio objectives, investment managers dedicated to capitalizing on unique market insights to enhance our portfolios, and access to innovative alternative investment strategies which help reduce risk and enhance returns.

After a thorough assessment of investment needs, we develop and maintain a suite of investments based on achieving the client’s personal benchmark. Once each plan is implemented, South Coast applies disciplined research and access to a broad spectrum of asset classes and investment strategies.  Our advisory committee leads a team of professionals who are dynamically engaged in security research, macroeconomic analysis, and asset allocation.

Portfolios are actively managed by strategically re-balancing assets and adjusting allocations based on changing needs, market environments, and risk – while maintaining an open dialogue with clients.

Disclosure: Investors should consult with their own tax advisor or attorney with regard to their personal tax situation.

Meet Our Team

Chris Vizzi

Chris Vizzi

Chris Vizzi is a partner and co-founder of South Coast Investment Advisors, LLC. His clients look to him as their personal CFO, helping to grow their wealth and protect their legacy through highly personalized portfolio management.
View Profile
Kelly Clyde

Kelly Clyde

Kelly H. Clyde is a partner and co-founder with South Coast Investment Advisors, LLC. Kelly is a wealth advisor that works primarily with rental real estate owners who want a clear picture of their overall financial picture and guidance on how to best manage their liquid assets to complement their real estate holdings.
View Profile
Michelle Vizzi-Taylor

Michelle Vizzi-Taylor

Michelle Vizzi-Taylor is a senior financial advisor at South Coast Investment Advisors, LLC and a Registered Representative with Independent Financial Group, LLC. Prior to joining South Coast, Michelle was a financial advisor with Merrill Lynch.
View Profile
Megan Proulx

Megan Proulx

Megan Proulx is the office manager at South Coast Investment Advisors. She is responsible for a diverse set of administrative tasks, from the coordination of client and corporate events to the processing of all account paperwork.
View Profile
Darren Crume

Darren Crume

Darren Crume is a financial advisor with South Coast Investment Advisors. He earned his bachelor’s degree in Business with a minor in Business Psychology from San Diego State University.
View Profile

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, and Michelle Vizzi are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.

South Coast Investment Advisors and Independent Financial Group are not affiliated.
Licensed to sell securities in AZ, CA, ID, IL, MO, NC, NV, NY, TX, WA, WI - CA Insurance License #OE65912

Information provided here is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on these sites.

X
X