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.