PHONE: 877-922-SCIA (7242)   FAX: (949) 825-7541
South Coast Investment Advisors approach to intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies.

 Our managers have deep expertise in equity and fixed income investments, which typically form the foundation of client portfolios.  Depending on each client’s investment objective, we may complement our manager selections with those specializing in alternative or unique areas of the market such as real estate, secured debt, and energy.  This disciplined and conflict-free investment process provides opportunity for greater diversification, as each client portfolio is constructed within our strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.

Watch the video below to see how we help our clients navigate the risks and rewards of wealth...

To help each client reach their unique goals, we’ve created a multi-dimensional investment approach with three components that work together seamlessly.

When combined together in a comprehensive portfolio, each of these components informs, complements and enhances the other, so the total benefit to the portfolio is greater than the impact of each part separately.  The three key investment approaches we combine are:

  • Core Market strategies provide exposure to the markets through a mix of traditional asset classes like equities and fixed income that can provide exposure to economic growth and help assets grow over the long term.
  • Tactical strategies take advantage of opportunities in the marketplace for additional return or to help limit losses in declining markets.
  • Diversifying strategies provide more consistent performance by investing in areas that are traditionally less correlated with the broader markets and that can help protect against large losses in extreme market conditions.

Our team at South Coast follows a robust investment selection and monitoring process, reviewing every investment to ensure our clients’ portfolios stay on track. We are vigilant about attempting to balance long-term risk and return, adjusting portfolios based on market conditions to seek additional exposure when markets are doing well and lowering exposure to market when they are doing poorly.

Disclosure: Diversification does not ensure a profit or protect against loss in a declining market.

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, and Michelle Vizzi are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.

South Coast Investment Advisors and Independent Financial Group are not affiliated.
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