South Atlantic Capital Management Group
Investing
Why pick this one
South Atlantic Capital manages separately held large-cap value portfolios with 20-25 positions, GIPS adherence, and a $250,000 minimum.
Best for
- Long-term capital appreciation through large-cap value equities
- Individuals or institutions seeking separately managed discretionary accounts
- Investors comfortable with concentrated 20-25 stock portfolios
- Clients seeking a balanced portfolio with investment-grade bonds and U.S. Treasuries
- Investors with at least $250,000 to allocate
Look elsewhere if
- Investors seeking short-term market timing or economic forecasts
- Clients needing an account below the $250,000 minimum
- Investors seeking highly diversified portfolios across many individual holdings
- Clients seeking passive index investing
Specialties
- large-cap value equity portfolios
- Core Equity separately managed accounts
- Balanced Fund accounts
- concentrated 20-25 stock portfolios
- value-based stock selection
Certifications
- Global Investment Performance Standards (GIPS) compliance
- annual third-party performance verification
- Schwab Marketplace member
- registered in North Carolina and Virginia
What makes them different
- Fee-based advisor managing separate private accounts on a discretionary basis
- Core Equity strategy managed since January 1, 1992
- Core Equity portfolios generally hold 20-25 positions
- Voluntarily follows GIPS and submits to annual third-party verification
- Core Equity accounts require a minimum portfolio value of $250,000
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1900 Eastwood Rd #14, Wilmington, NC 28403
- Phone
- +19107634113
- Website
- http://www.southatlanticcap.com
- info@southatlanticcap.com
Services
- discretionary investment management
- separately managed private accounts
- equity portfolio management
- balanced portfolio management
- investment advisory services