SouthBay provides independent advisory firms with the investment resources typically associated with a larger internal investment team.
From ongoing portfolio research and analytics to model construction and CIO-level oversight, our work is tailored to the needs of each advisory practice
A deeper view into portfolio risk and opportunity.
Investment leadership without building an internal CIO function.
Dedicated investment research and portfolio support.
Security and fund research, model maintenance, portfolio monitoring, trade rationale, watchlists, market research, and ongoing analytical support.
Portfolio Construction
Model design, asset allocation and portfolio recommendations.
Investment Research
Equity, fund, ETF, manager and alternative investment research.
Risk & Stress Testing
Scenario analysis designed to understand how portfolios may behave when markets don’t.
Model Management
Ongoing monitoring, rebalancing recommendations and documented trade rationale.
Investment Intelligence
Market outlooks, portfolio dashboards, investment memos and advisor-ready commentary.
Investment Governance
IPS development, investment committee support and a repeatable decision-making framework.
SouthBay provides the research, analytics and investment expertise behind them.
