Our Services
We understand the unique challenges that come with managing wealth.
Financial Planning
What sets Southport Capital apart is our ability to be flexible to your needs. Whether you want to protect assets or build them, we’ll work with you to achieve your long-term goals.
Investment Management
Customizing portfolio design and management is at the core of our offering. Many of our clients seek us out for our investment management expertise.
Corporate 401k Management
At Southport Capital, we will help you provide a top-notch 401K plan that will help build your reputation as the employer of choice.
Is your current portfolio
in line with your risk appetite?
We use quantitative analysis to shrink the “behavior gap” that is all too common in investing. Behavior gap is the difference between investment return and investor return which is a direct result of incorrectly timing when to enter and exit investments. Our experienced portfolio managers utilize Riskalyze to avoid panicking during market downturns or performance chasing. By capturing an investor’s specific Risk Number, we can build a risk-adjusted portfolio to maximize potential return while controlling market exposure.
What is your Risk Number?
RISK44 |
RISK45 |
RISK46 |
RISK44 |
RISK45 |
RISK46 |
Capture your risk tolerance
and see if your portfolio fits you
Our Team
Each and every one of our employees represent the spirit of our company: driven, committed, and dedicated to our client’s growth. Our ability to deliver outstanding results for our clients starts with our team of experts.
Start with a Free Consultation
At Southport Capital, we believe in creating plans to improve the financial well-being of our clients. Customizing portfolio design and management is at the core of our offering. Many of our clients seek us out for our investment management expertise. Others are interested in our approach to developing a plan for their overall wealth management needs.
We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. You will have a dedicated Investment Counselor who is there specifically to keep you informed and comfortable with your financial decisions
Start with a Free Consultation
At Southport Capital, we believe in creating plans to improve the financial well-being of our clients. Customizing portfolio design and management is at the core of our offering. Many of our clients seek us out for our investment management expertise. Others are interested in our approach to developing a plan for their overall wealth management needs.
We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. You will have a dedicated Investment Counselor who is there specifically to keep you informed and comfortable with your financial decisions