South Coast Investment Advisors
Financial ServicesCalifornia, United States2-10 Employees
South Coast Investment Advisors specializes in wealth management for high-net worth individuals and their families. We serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus. Our process creates an experience that empowers our clients to make the right decisions with more successful outcomes. As Personal Financial Advocates, we work in close partnership with each of our clients’ trusted advisors. With decades of experience in money management, tax planning, estate transfer, and portfolio risk mitigation, our coordinated approach develops an insightful, personal benchmark unique to each client. We use sophisticated financial planning software to organize each client’s financial information into one consolidated place. Utilizing Nobel Prize winning science, we understand how each client feels about risk and design our plans to perfectly align within a comfortable bandwidth of acceptable risk. 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 REITs and alternatives, enabling our clients to have potential success in all types of markets. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.southcoastinvest.com Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are not an endorsement.
1-888-653-2347 
support@leadiq.com 
