South Coast Investment Advisors

South Coast Investment Advisors is a boutique wealth management firm based in the United States, specializing in wealth management for high-net worth individuals and their families. Established in 2009, the company serves as Personal CFO to a select group of individuals, families, and businesses, assisting them in leading remarkable lives and leaving lasting legacies. Their expertise lies in money management, tax planning, estate transfer, and portfolio risk mitigation, offering a personalized financial benchmark for each client through a coordinated approach. Utilizing Nobel Prize winning science and sophisticated financial planning software, they align clients' plans within a comfortable bandwidth of acceptable risk. Additionally, their portfolio architecture comprises elite money managers with expertise in traditional investment strategies, as well as tactical and diversifying strategies like REITs and alternatives. The firm's seamless coordination with Independent Financial Group, LLC (IFG), a registered investment advisor, adds to their credibility. While providing reliable information, they emphasize that the content is not intended to indicate suitability for any particular investor.