A complete list of active advisors currently associated with Southern Magnolia Investment Management LLC
Warmer can help you find a great advisor at Southern Magnolia Investment Management LLC or one who fits your needs even better.
Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, estates and other registered investment advisers. As with many independent advisers, it charges percentage-of-assets-under-management fees and oversees portfolio construction and ongoing supervision for client accounts. The firm describes a fundamentals-driven, generally long-term approach that uses mutual funds, ETFs, individual equities and bonds, and may include alternative investments or occasional options to implement client objectives. Portfolios are customized through strategic asset allocation, retention of legacy holdings when appropriate, and periodic rebalancing or cash positioning to manage risk and meet client cash needs. The brochure discloses that prior references to the principal’s broker‑dealer and insurance agency affiliations were removed and otherwise states there are no current material outside relationships, while separately noting an institutional relationship with Schwab that provides platform and operational support. The adviser also discloses the principal’s multiple nonprofit leadership roles and a small sports‑memorabilia business, and indicates it can work with charitable and corporate/business clients and other RIAs—client types that are less common among independent peers.
To learn more about the advisors currently working at Southern Magnolia Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port Saint Lucie, FL
| 20
|
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