header logo.jpg

South Cove Financial

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

  • Estate 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

00100lPORTRAIT_00100_BURST20190713182011214_COVER_edited_edited.jpg

Carolyn Pile

Founder & Chief Investment Officer

bryan.jpg

Bryan Frutchey

Financial Advisor

 
Man Trying App

Contact Us

33400 8th Ave S
Federal Way, King County 98003
USA

253-217-4726

 

253-217-4726

©2019 by South Cove Financial. Build a better boat.