Wealth South | Investment Management
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Investment Management

WealthSouth is a comprehensive investment management organization focused on developing high quality, customized portfolios tailored to our clients’ specific objectives.
Through our investment planning process, we incorporate cash flow needs, taxes, estate plans, risk tolerance, overall expenses, outside assets and any other considerations unique to a client’s needs. As an independent investment manager and professional fiduciary, with no proprietary products, we offer impartial investment advice that is of the highest standard in the industry.

 

Our trust and investment history, which dates to 1909, is steeped in a valuation driven, high-quality, income approach, utilizing primarily individual securities wherein WealthSouth has broad investment capabilities across equities, fixed income, cash, real estate, commodities and alternative asset classes.
Based on client needs, we have the capability to employ individual securities, mutual funds and exchange traded funds in our investment structures. Ultimately, we work in partnership with our clients to build portfolios that make practical sense and meet long-term expectations.

 

Our locally-minded, experienced team delivers personalized service through a team approach to help guide our clients in meeting their objectives.

INVESTMENT MANAGEMENT:

Our Investment Process
  • Align client objective with appropriate level of risk and desired return
  • Set investment strategy to meet specific client objectives
  • Establish the right target asset allocation and tactical positioning
  • High quality security and manager selection
  • Ensure tax efficiency and expense control across all portfolios
  • Fiduciary oversight of all assets – buying, selling and ongoing monitoring

INVESTMENT MANAGEMENT:

How WealthSouth delivers Concierge Service
  • Local and extensive team of specialists
  • Personalized, relationship-focused service
  • Customized investment strategy
  • A strong team approach – our clients work with a dedicated group of our specialists
  • Impartial advice – not product/commission driven
  • We serve as professional fiduciaries – putting our clients’ interests first
  • Comprehensive financial service capabilities – including investments, trust and estate services, insurance, lending and planning