South Cove Financial LLC
Build a better boat.
Private Wealth Management
We are a privately owned financial advisory firm serving a select group of individuals, families, and institutions. Our primary focus is dramatic wealth expansion of our client portfolios. We also help our clients achieve their financial goals with services including:
Personalized Portfolio Management
Cash Needs Planning
Tax Optimization Strategies
Insurance and Mortgage Solutions
Health Care Planning
Our Investment Philosophy
Our investment strategy is based around the trading skills of legendary money manager Carolyn Pile. Ms. Pile has spent 20 years developing her theory of the markets, and has consistently achieved top-of-class trading results over her career. Carolyn has serviced over 600 families, managed and advised on $3 Billion in private wealth and $30 Billion in Institutional wealth for Fortune 100 companies.
We believe traditional trading approaches produce only average results. As a result,
We don't believe in: Global Diversification
We don't believe in: Off-the shelf models
We don't believe in: Mutual fund investments
We don't believe in: Buy and hold strategies
We don't believe in: Excessive churning of accounts
We don't believe in: Volatility management strategies
These are the strategies from textbooks that unskilled wealth managers turn to when they have run out of ideas. Instead, we do believe in strategies that focus on capturing the incredible wealth creation power of high growth stocks, backed by a stop-loss process that guards against increased volatility. We structure our trades to minimize the dilutive effects of taxes and fees.
Meet the Team
Breadth and Depth of Knowledge in Each Area of Expertise
Founder & Chief Investment Officer