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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.

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