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A personalized approach to
Wealth Management
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South Coast Investment Advisors

South Coast Investment Advisors is a boutique wealth management firm for high-net worth individuals and their families. Our clients view us as Personal CFOs, helping guide them through all of their financial decision making.

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40 Under 40

Chris Vizzi Named To InvestmentNews 40 Under 40

InvestmentNews has recognized Co-founder and Partner, Chris Vizzi, as a 40 Under 40 Honoree for 2020. Mr. Vizzi was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives...

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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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Hamilton Point Investments
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.
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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…
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Organize your life with

The Vault

Your own Personal Family Wealth Website. Now you can see everything you own all in one place. A private, secure location where your data is consolidated into one clear picture of you.

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Become a fearless investor

Using Riskalyze

Utilizing Nobel Prize winning science, we design our plans to align within a comfortable bandwidth of risk perfectly calibrated for each client.

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Smart Strategies
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OUR SMART STRATEGIES

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