A personalized approach to
Wealth Management
We help our clients navigate
The risks and rewards of wealth
As Relationship Ambassadors, we work in close partnership with each of our clients’ trusted advisors as their Personal Financial Advocate. With decades of experience in money management, tax planning, estate transfer, and portfolio protection, our coordinated approach develops an insightful, personal benchmark unique to each client.
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Upcoming Events
10/6
HPI was formed in 2009 to invest in multifamily real estate. HPI funds and affiliates have completed 97 real estate investments acquiring over 23,000 apartment units for $2 billion. To date, 69 properties have been sold, all profitably. HPI affiliates currently own 28 properties totaling 7,378 apartments.
10/6
Hamilton Point Investments
Given the current cyclical headwinds for traditional assets created by inflationary pressures, South Coast continues to add exposure to financial assets that have a positive correlation to inflation. Despite brief periods where inflation outpaced total returns, over the long term, multifamily has on average outperformed inflation by 6.8% annually. HPI was formed in 2009 to…
