South Coast Wealth Management

Investment ManagementCalifornia, United States11-50 Employees

Our expanded ‘toolbox’ has given South Coast Wealth Management a competitive advantage in protecting, maintaining and enhancing our clients’ wealth and lifestyle.

‘Wealth Management 2.0′ integrates ‘Investment Management 2.0′ with a ‘Lifestyle Blueprint’ and the South Coast Wealth Management experience. Understanding the individual needs of the client dictates the type of portfolio construction that we use. As fiduciaries, we start with identifying the risks and hazards that we can run into over your investment time horizon. We match appropriate risk control measures to each portfolio to help increase the likelihood of success.

South Coast Wealth Management’s philosophy of ‘Upside Participation and Downside Protection’ originated from years of observing clients’ short-term investment experience of high volatility with little downside protection. Over the years, we have developed comprehensive asset allocation techniques and identified investment products that we believe are useful in lowering overall volatility while providing potential for enhanced returns.

By incorporating alternative asset classes, where suitable, we aim to reduce the overall portfolio volatility and standard deviation from the traditional portfolio. These investments do not typically move in the same direction as the traditional asset classes. They are not traded on the same exchanges and, historically during market downturns, clients’ with allocations to alternative investments portfolios fared well. This allows us to have further diversification and potentially enhance returns.

National Securities Corporation (NSC) is a registered broker dealer and member FINRA/SIPC.  South Coast Wealth Management is a registered DBA name used by affiliates registered with National Securities Corp.

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