The stock market’s dramatic highs and lows over the last decade have proven to be a stern reminder that our investment strategies must be flexible and that there truly is no “silver bullet” strategy that will outperform in all environments. Diversification by asset class is valuable, however in times like these, one should strongly consider employing strategies that vary their investment approach as well. South Coast has partnered with AssetMark, Inc. to provide our clients with a host of diversified investment styles that can be tethered together to complement one another in a thoughtful, sustainable manner. (Objectives: Liquidity, Diversification, Total Return)
October 7, 2014