SOUTHLAND INVESTMENTS

Overview

Southland Investments operates as a sole proprietorship advising individual and family clients with a clear tilt toward equity investing. The firm charges clients a percentage-of-AUM fee and provides portfolio management on a discretionary basis. Its stated business activity is other financial product sales, and its advisory work focuses on managing portfolios for individuals and small businesses rather than institutional mandates. Southland is not identified as an active ESG investor. Investment preference is equity-centric: the firm's filings show a strong allocation to exchange-traded equities, which it uses as the backbone of client portfolios. Given the small total AUM and client base, the firm appears to run compact, liquid equity strategies supplemented by third-party alternative exposures and traditional fixed-income or insurance products where appropriate for client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices