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Our Process

Intelligently approached personalized portfolio management.

Experience having a personal CFO

The South Coast process goes beyond just investment advice to solve for all the financial challenges that our clients face.

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Personal CFO

We provide dedicated guidance through all of your financial decision making.

South Coast uses a defined process to address each client’s full range of needs. As Personal CFOs, we go beyond just investment advice to solve for all of the challenges that our clients face, including: mitigating taxes, transferring assets to heirs, protecting wealth, charitable giving and community philanthropy. Providing expert guidance in all financial areas is crucial to long-term financial health.

We look beyond your finances to gain a deep understanding of what’s most important to you. Our process provides clarity on where you are today, where you would like to be in the future, and what course of action is needed to get there.

We’re Relationship Ambassadors that work together on your behalf as your Personal Financial Advocates. Our team is a deep bench of specialized experts that includes CPAs, real estate and mortgage brokers, estate planning attorneys, business consultants, risk managers, insurance agents and long-term care specialists.

Your legacy depends on you making smart financial decisions. For those who do make it, some will have luck, but most will have a strategy. They will save, invest, grow and protect, working with advisors who help guide their way. Wherever you are now, we can help you get to where you want to be. The road between here and there is short, for those who know the way.

 

A guide through your financial journey

Get organized with the South Coast Vault. Now you can see everything you own all in one place, and our innovative wealth tracking tools will monitor your progress every step of the way.

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Vault

We organize all of your financial information in one consolidated place.

The first step in putting a financial plan together is getting organized. We can’t chart a path to accomplish your goals if we don’t know where to start.

We build each client their own Personal Family Wealth Website. Now you can see everything you own all in one place. A private, secure location where your data is consolidated into one clear picture of you.

The South Coast Vault makes getting organized simple. It’s easy to connect with everything and everyone that is important to you. Each day your balances re-calculate to keep you up to date as your account values change. To help you stay on track, you can create a monthly budget, understand your spending habits, and monitor your progress. You can see your bottom line at any time. Automatic alerts track changes in your account, and if there is a problem or an opportunity, we’ll know about it.

Vault Snapshot

All of your data is available anytime on any device. We use interactive technology to help you visualize what if scenarios. You can view the potential impact of your decisions not just today but throughout your entire lifetime. Your website even has a digital vault where you can safely store important documents, photos, and videos.

We give you the tools to connect with everything you own so you know what everything is worth. No matter where you are or what you do, those who know what they have fare better than those who don’t.

Disclosure: For illustrative purposes only. Any rates of return shown are for illustrative purposes only and are neither guaranteed nor implied. Actual rates of return will be based upon the actual performance of selected investments. Taxes and fees are not a consideration in the illustrated returns.

Become a fearless investor

We use Nobel Prize winning science to take the emotions out of investing. Our portfolios are designed to help reach your goals while operating within your comfortable bandwidth of risk.

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Riskalyze

Become a fearless investor by making sure your portfolio aligns with how you feel about risk.

Most investors are twice as concerned about avoiding losses than they are about achieving potential gains. That’s one of the reasons why people tend to sabotage their own investing. Selling when they get scared, missing the recovery, and buying back in when the market feels safe again.

That’s why we use Riskalyze to take the emotions out of investing. It all starts with a risk number. A quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.

The results are powerful. Once we know how you feel about risk, we design your portfolio to operate within a comfortable bandwidth of risk. We use your number and a 95% probability range to set expectations for what is normal for your portfolio. Keeping track of your investments this way helps you to understand that any six-month result that falls within your range is right on track.

This enables you to give yourself permission to hang in there even if markets are volatile. You’re going to love how Riskalyze empowers you to become a fearless investor.

The term fearless does not imply the absence of risk. Investing involves risks including the potential loss of principal. There is no strategy or product that can assure success or the protection against loss.

A blueprint for your portfolio

We will design a custom plan with your goals in the forefront. Our multi-strategy approach allows you the potential to have success in all types of markets.

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Portfolio Architecture

Get a financial blueprint designed with your goals in the forefront.

Our portfolio architecture is comprised of elite money managers that have deep expertise in traditional investments strategies as well as tactical and diversifying strategies like real estate and alternatives, enabling our clients to have success in all types of markets.

We’ve grouped our strategies by the role they play in a portfolio and how they respond to different market conditions. Our investment offerings are backed by a rigorous due diligence process. South Coast researches and analyzes hundreds of investments to assemble a range of investment solutions for our clients. These solutions are chosen to fit into our investment ‘framework’ and complement each other, providing a range of solutions within each category and diverse approaches to investing, all customized to align with each client’s goals and risk number.

South Coast utilizes core money managers with deep expertise in equity and fixed income strategies to form the foundation of our portfolios. Depending on investment objectives and comfortable bandwidth of risk, we complement these core manager selections with tactical managers to either enhance our potential returns or limit loss. We may also utilize non-correlating diversifying strategies to create tax-advantaged income or to help lower volatility.

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market's movement as a whole. The excess return of an investment relative to the return of a benchmark index is the investment's alpha.

Investing involves risks including the potential loss of principal. There is no strategy or product that can assure success or the protection against loss.

Investing in alternative investments may not be suitable for all investors. Certain special risks may apply but are not limited to the risk associated with utilizing leverage in an investment, potential adverse market forces, regulatory changes, potential illiquidity.

The term fearless does not imply the absence of risk. Investing involves risks including the potential loss of principal. There is no strategy or product that can assure success or the protection against loss.

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