Contact Us  (423) 664-4508

Kentucky Office

Greenville, KY

112 Mill Street
Greenville, KY 42345

(270) 820-2057

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!

TBA
Greenville, KY

Your Dream Retirement

Coming Soon.

TBA
Greenville, KY

Mike Mooney

Partner and Senior Investment Advisor
(404) 229-7360

Bio

Mike is one of the owners and serves on the Board of Directors for Southport Capital. He has over two decades of experience in managing investment portfolios. He began his portfolio management career with Oppenheimer Capital, specializing in working with retired Delta and American Airline pilots. Mike’s investment philosophy for retired clients is “Principal Preservation” with a strong emphasis on value investing. His primary goal is to create an investment strategy that enables his clients to always sleep soundly at night.

Mike’s professional career began in the United States Marine Corps where he served a tour in Desert Storm as a member of the F18 Fighter Squadron. While in the USMC, Mike earned his Bachelors of Science degree in Aeronautical Engineering with a minor in Business Administration. After completing his degree, Mike began his professional career with Mead Corporation where he was sponsored to attend Harvard University’s corporate management program. This is where Mike has learned many of the fundamental values he employs in his portfolio management style today.

Lucinda Baggett

Client Relationship Administrator
270-820-2056

Bio

Lucinda joined Southport’s team in 2013. She has experience in the industry as an administrative assistant for registered reps with HD Vest Investment Services.

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®