Marketplace
Here you will find information on strategies and investment opportunities currently being utilized at South Coast.
Smart Strategies
We’ve grouped our strategies by the role they play in a portfolio and how they respond to different market conditions.
Strategies

1031 Exchanges, Qualified Opportunity Zone Funds & Drilling Programs
Core Markets

AT A GLANCE
Broad market exposure mainly through stocks and bonds.
Allow for participation in global economic growth.
Performance tends to mirror the overall markets.
FEATURED CORE MARKET OFFERINGS

JP Morgan Global Flex

Clark Capital

Savos Personal Portfolios

City National Rochdale
Tactical Strategy

AT A GLANCE
Enhanced returns and limit-loss opportunities.
Enhanced return strategies look to outperform an index.
Limit loss strategies reduce downside risk.
FEATURED TACTICAL OFFERINGS

DoubleLine Shiller Enhanced CAPE

Beaumont Decathlon Aspect

Dorsey Wright Tactical Fixed Income

West End Global Equity
Tax Advantaged Strategy

AT A GLANCE
1031 Exchanges, Qualified Opportunity Zone Funds & Drilling Programs
Investments with significant tax advantages.
Keep more of the money you make.
FEATURED TAX ADVANTAGED OFFERINGS

CX Cypress McKinney Falls DST

Inland Self Storage Portfolio XVI DST

Passco Estelle DST

Passco Canal 1535 DST
Frequent Questions
Which investment strategy is right for me?
At South Coast we realize there isn’t a silver bullet, or one strategy that is going to work in every single market. We believe in a multi-strategy approach customized to each individual dependent on the current market environment. We also believe the strategy mix should change over time as risk preferences change and the market environment shifts.
How much money do I need to get started?
We do not have account minimums at South Coast; however, some of the strategies we utilize may have a minimum investment requirement.
What is the South Coast Process?
Each new client goes through the same process here at South Coast. We start with account aggregation in the Vault. It is important that we know how you are currently invested. We then review your comfortable bandwidth of risk and see if the current allocation is aligned. From there we make recommendations to either make the portfolio more efficient or compliment with ideas that may offer a better risk-adjusted return.