A complete list of active advisors currently associated with Southland Investments

Warmer can help you find a great advisor at Southland Investments or one who fits your needs even better.

Southland Investments provides personalized investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages approximately $24.5 million in discretionary client assets across roughly 84 accounts and offers services including financial objective setting, cash‑flow management, retirement and education planning. The firm’s investment approach centers on a proprietary Trend Tracking methodology that incorporates charting and technical analysis and uses proprietary Trend Tracking Indexes to identify market direction and guide entry and exit points. Core allocations are typically in passively managed index funds and exchange‑traded funds, with downside management implemented through a disciplined trailing sell‑stop strategy; accounts are reviewed at least quarterly and managed on a discretionary basis. What is uncommon compared with many peers is that Southland explicitly engages in the sale of mutual funds and ETFs as part of its business model and also discloses modest advertising revenue from an investment blog (www.theetfbully.com). The combination of direct product sales, a documented proprietary trend‑index framework, and explicit trailing sell‑stop rules distinguishes its offering from supported firms that more often provide portfolio management without retail product sales or ancillary publishing activity.

To learn more about the advisors currently working at Southland Investments, 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.