Southfork Investment Management

Although categorized as an investment manager that typically serves pooled or institutional clients, Southfork Investment Management’s written services include both discretionary and non-discretionary investment management and standalone or bundled financial planning for individuals, high-net-worth clients, trusts, and business entities, with no stated account minimum. The firm was founded in November 2024, is operated by a single adviser, and currently reports no assets under management.

Southfork’s investment approach emphasizes quantitative analysis and the construction of diversified, risk‑based portfolios implemented primarily with no‑load mutual funds and exchange‑traded funds, along with individual stocks and bonds. Adviser discretion is available where granted, accounts are monitored and typically reviewed on a quarterly basis, and the firm communicates a long‑term, anti‑market‑timing orientation while acknowledging the market, inflation, credit and other investment risks.

Notable distinctions relative to many peers include the availability of hourly billing for standalone financial planning—a billing option that is uncommon among investment managers—and the firm’s practice of providing complementary planning services to clients who engage for investment management. The brochure also discloses that the firm does not charge performance‑based fees, will not accept authority to vote client securities, recommends Interactive Brokers as custodian, and withdraws advisory fees directly from client accounts subject to documented safeguards.