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
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
Blackstone Real Estate Income Trust
Cottonwood Communities
Griffin Capital Development Partners Fund II LP
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.