On June 7th, South Coast will be joined by several members of our advisory council for an in depth discussion on current market conditions. We will hear from several institutional managers currently being utilized on the South Coast platform with an emphasis on liquid strategies. Attendees will be presented with several ideas on ways to reduce portfolio volatility and increase the probability for success in achieving retirement goals and objectives. Cocktail reception to follow. Seating is limited. If you would like to join us, please RSVP by clicking the link below or by contacting Megan Proulx in the South Coast Office by email firstname.lastname@example.org or by phone (877) 922-7242. Additional details to follow, do not miss:
- Market Overview and Analysis from Several Leading Institutional Money Managers
- Strategies to Deliver Consistent Returns
- Q&A Panel Discussion
- Networking Cocktail Reception
South Coast Investment Advisors approach to intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies. Our managers have deep expertise in equity and fixed income investments, which typically form the foundation of client portfolios. Depending on each client’s investment objective, we may complement our manager selections with those specializing in alternative or unique areas of the market such as real estate, secured debt, and energy. This disciplined and conflict-free investment process provides opportunity for greater diversification, as each client portfolio is constructed within our strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.