We are seasoned professionals focused on bringing you the highest level of personal attention, service, and trust. We have the experience and skills to understand your needs and will help develop a strategy designed specifically for you. We complement and collaborate with your circle of advisors – including accountants, legal advisors, business managers, and insurance professionals.
We customize our relationship to your personal financial situation and goals. Based on the information regarding your investment objectives, risk tolerance, and current financial position, our team custom-designs portfolios that are carefully allocated, with the intent to grow faster than inflation, while preserving principal. We also work with clients to address estate, insurance, and tax strategy issues.
We sit on the same side of the table as our clients and provide advice based on a complete understanding of your needs. Creatinglong-term relationships built on trust is our ultimate goal. Focusing on a select number of clients allows us to devote the necessarytime and understanding to help each client address the financial challenges that can accompany great wealth.
Each week, our founder, Ken South, publishes his perspective on what's happening in the financial industry and how it might impact your financial future. Sign up below to be added to the mailing list!
June 1, 2022
May 25, 2022
May 20, 2022
From age 16 to 24, our founder Ken South diligently watched over beachgoers as a lifeguard on Tower 68 in his hometown of Newport Beach. Decades later, Ken has built a lifelong career in financial services, but is still using the same principles of care and watchfulness with his clients that he honed in his early years on the lifeguard stand.
While the ocean is a continuously moving environment, the lifeguard tower holds steady; providing stability in comparison to the ever-changing swells, winds, and currents. Likewise, as your trusted financial advisors, we will continue to provide our clients with the experience and skills to navigate ever-changing markets and provide the stability to address any financial challenge.