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The SPC Difference

OUR PROCESS

As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.

 

Our Portfolio Management Approach

We Actively Monitor Markets

Our advisors consistently monitor the market, looking out for market conditions and economic developments. This information guides the portfolio management process in identifying risk factors. After analyzing this information, we summarize through a variety of communications, keeping you updated of our market thinking and what is happening inside your portfolio.

Personalized Portfolios

At Southport Capital, our advisors take the time to get to know each and every client. Our process begins with identifying your long term goals, your risk number, objectives and cash flow needs.

As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictates.

 

Our Analytics

At Southport Capital, we use the latest technology to ensure your finances are secure, efficient, and accessible. Partnering with these companies and tools, we are able to make sure you get the right services you need.

Beacon Financial Planning

Wealth-planning system that provides superior transparency, accessibility, security, and organization for everything that affects our clients’ financial lives.

 

True integration- with over 100 applications and counting- that lets us gain efficiency by taking advantage of automatic data feeds and embedded workflows.

 


Web-based CRM tool for client management and support which provides seemless integrations.

 

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®