Contact Us  (423) 664-4508

Montana Office

Bigfork, MT

836 Holt Drive, Suite 300
Bigfork, MT 59911

406-420-2456

Upcoming Workshops

Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Maximizing Social Security

Learn how the new tax law changes can affect you and your benefits.

Missoula, MT
September 26th or September 28th

Missoula, MT
October 22nd or October 24th

Your Dream Retirement

Coming Soon.

TBA
Bigfork, MT

Susan Naive

Investment Manager
406-420-2456

Bio

Susan merged her fee-only practice with Southport Capital in September 2017. Ms. Naive has been in the investment industry for over 30 years. Before starting Swift Creek Capital in 2010, she was a partner/owner in investment advisory firms in the Flathead Valley area of Montana for seventeen years and in California prior to that.
As an investment advisor for over 27 years, Susan has developed a common-sense approach to wealth management. She will help you focus on what is important to you with the aim to create a portfolio mix that matches your financial objectives while maintaining a level of risk with which you are comfortable. Susan’s personal philosophy is that each person deserves her upmost respect and service. Her passion for her clients drives her to do her best to offer completely independent and unbiased advice.

Susan has been involved with the Bigfork Chamber of Commerce, the Bigfork Art and Cultural Center, Leadership Flathead and served on the Board of Directors of the Glacier Symphony and Chorale.  She currently serves the Whitefish Credit Union as a member Supervisory Committee and is on the board of The Bigfork Center for the Performing Arts Foundation.  Her commitment to service of others is a primary joy in her life.

Susan has resided in the Flathead Valley for over 25 years with her husband, Greg. They have two grown children and her newly found empty nest lifestyle affords her time to explore her favorite hobbies: touring Northwest Montana especially Glacier National Park, genealogy, scrapbooking and hand crafts.   She has a keen awareness of children with autism and is also involved with Hospice in the Flathead Valley.

Cody Kirk, CFP®

Financial Planner | Investment Advisor
406-207-5610

Bio

Cody was born and raised on a horse ranch just outside of Missoula,‬ ‪Montana. At an early age, he was taught the importance of integrity, work‬ ‪ethic, and community. A Montana State University graduate and former football‬ student-athlete, Cody holds a bachelor’s degree in mathematics. He is a CERTIFIED FINANCIAL PLANNER™ professional with a well-grounded process that allows him to serve his clients on a broad range of financial planning topics, from investment planning to risk management to estate planning. Cody and his wife, Sarah, enjoy many of the outdoor activities the great state of Montana has to offer. ‬

Clay Parker

Partner & Senior Investment Advisor
423-664-4514

Bio

Clay joined Southport Capital in 2001. Clay began his investment career at Merrill Lynch in 1996 and also served as Vice President of Trust Investments at SunTrust Bank. Before initiating his investment career, Clay enjoyed success as a Major League baseball pitcher for the New York Yankees, Detroit Tigers, and Seattle Mariners. He received a Bachelor’s in General Education from Louisiana State University where he played football and baseball for the Tigers. Outside of work Clay has been involved in various ministries along with speaking engagements. Clay also assists with kid’s sports clinics.Clay joined Southport Capital in 2001. Clay began his investment career at Merrill Lynch in 1996 and also served as Vice President of Trust Investments at SunTrust Bank. Before initiating his investment career, Clay enjoyed success as a Major League baseball pitcher for the New York Yankees, Detroit Tigers, and Seattle Mariners. He received a Bachelor’s in General Education from Louisiana State University where he played football and baseball for the Tigers. Outside of work Clay has been involved in various ministries along with speaking engagements. Clay also assists with kid’s sports clinics.

Terms of Service

These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

Copyright © 2019 Southport Capital®