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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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The Portfolio Game Changer
Headquartered in Salt Lake City, Utah, Cottonwood is a fully integrated real estate company focused exclusively on the multifamily asset class. Cottonwood invests primarily in major metropolitan markets throughout the U.S. and currently manages over 14,000 apartment units across 13 states, representing approximately $2 billion in assets under management.
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Creating Income in a Low Rate Environment
Hamilton Point Investments is a real estate investment company that owns and manages multifamily properties. The company invests through a series of real estate private-equity investment funds that seek to acquire apartment communities in growing markets at below replacement cost pricing.
More Info

The Portfolio Game Changer

Headquartered in Salt Lake City, Utah, Cottonwood is a fully integrated real estate company focused exclusively on the multifamily asset class. Cottonwood invests primarily in major metropolitan markets throughout the U.S. and currently manages over 14,000 apartment units across 13 states, representing approximately $2 billion in assets under management.
MORE INFO

Creating Income in a Low Rate Environment

Hamilton Point Investments is a real estate investment company that owns and manages multifamily properties. The company invests through a series of real estate private-equity investment funds that seek to acquire apartment communities in growing markets at below replacement cost pricing.
MORE INFO
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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