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Welcome to the

Marketplace

Here you will find information on strategies and investment opportunities currently being utilized at South Coast.

Learn about our

Smart Strategies

We’ve grouped our strategies by the role they play in a portfolio and how they respond to different market conditions.

Core
Markets

Broad market exposure mainly in stocks and bonds

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Tactical
Strategies

Enhanced returns and limit-loss opportunities

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Diversifying
Strategies

Equity Alternatives or Bond Alternatives

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Tax Advantaged
Strategies

1031 Exchanges, Qualified Opportunity Zone Funds & Drilling Programs

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Smart Strategy

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

Managed Account
Equities
Growth

Clark Capital

Managed Account
Equities
Growth

Savos Personal Portfolios

Managed Account
Equities
Growth, Income, Preservation

City National Rochdale

Managed Account
Equities
Growth, Income, Preservation
Smart Strategy

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

Mutual Fund
Equities
Enhanced Return

Beaumont Decathlon Aspect

Managed Account
Equities
Enhanced Return

Dorsey Wright Tactical Fixed Income

Managed Account
Fixed Income
Limit Loss

West End Global Equity

Managed Account
Equities
Enhanced Return
Smart Strategy

Diversifying Strategy

AT A GLANCE

Non-correlated with the overall markets.

Largely utilizing real estate as the underlying asset class.

Tax-advantaged income and better risk-adjusted returns.

FEATURED DIVERSIFYING OFFERINGS

Ares Industrial REIT

Public, Non-Traded REIT
Industrial
Income & Growth

Blackstone Real Estate Income Trust

Public, Non-Traded REIT
Commercial Real Estate - Diversified
Income & Growth

Cottonwood Communities

Perpetual Monthly NAV REIT
Apartments
Income & Growth

Griffin Capital Development Partners Fund II LP

Limited Partnership
Apartments
Growth
Smart Strategy

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

1031 Exchange
Apartments
Income & Growth

Inland Self Storage Portfolio XVI DST

1031 Exchange
Self Storage
Income & Growth

Passco Estelle DST

1031 Exchange
Apartments
Income & Growth

Passco Canal 1535 DST

1031 Exchange
Apartments
Income & Growth

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.

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Smart Strategies
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OUR SMART STRATEGIES

Wondering what all this means?

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