The Endowment Model of Investing

July 20, 2016
 
By using an Endowment Model of investment, SouthPark Capital manages to make an elusive goal more attainable. This model generates steady investment income to supplement the client’s current work income, at the same time the client is working toward future needs, like paying for college and preparing for a prosperous retirement.

SouthPark Capital's overall goal is to help investors fund every aspect of their lives. Their team of investment professionals believes strongly in developing a financial platform that finds and maintains a balance between protecting current principal and growing wealth. They maintain direct access to many of the most prominent proponents of Endowment Model investing, so they understand these notions apply to ordinary investors and they keep up with changes in the model. Even though the Endowment Model was created for large institutions like universities to generate millions or billions of dollars, such wealth is no longer necessary to make this model work for most other investors.

SouthPark Capital advisors will develop a customized Endowment Model portfolio that is specially formulated with your needs in mind. After all, everyone's life is different, so using a one-size-fits-all approach is rarely the best option.

All Rights Reserved. DISCLOSURE: Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA 30005, (678) 356-1100. SouthPark Capital is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

SouthPark Capital Gives back

April 22, 2016
 
SouthPark Capital understands the value of contributing to community. As a leadership team, we strive to not only give back through personal volunteerism and donation efforts, but we have employed corporate giveback in conjunction with a regional organization to properly play a responsible role in our Charlotte, N.C., area.

Through a unique partnership with Charlotte-based Beds for Kids -- a non-profit organization that delivers beds, furniture and other home essentials to those in need -- SouthPark Capital helps address a significant need faced by the charity. Called “The Intersection of Giving and Investing,” our talented office team regularly works with Beds for Kids and its clientele toward bringing our specific line of services and capabilities to those seeking truly independent investment advice. At times, those in need simply do not know where to turn for those crucial pieces of information to turn life around; SouthPark Capital works hand-in-hand with many of those individuals through Beds for Kids to provide that valuable insight that could make a world of difference.

More information about our growing partnership is available at southparkcapital.com/give.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA 30005, (678) 356-1100. SouthPark Capital is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

The Right Wealth Protection Plan

January 22, 2016
 
Some people have to spend years finding the right financial services or financial advisory firm. They bounce from one to another, disappointed with the low level of communications or the high fees until finally they find one they are willing to settle for. SouthPark Capital is not like this—their clients are happy to have found them. This is because they have shown that they care what their clients' goals are. They have maintained a collaborative relationship with their clients, seeking their input and keeping them informed of the process.

SouthPark Capital is a well respected independent financial advisory and wealth protection firm. They have put together a professional and focused staff who are fully focused on helping clients to protect and build their wealth. They want clients to be able to experience the peace of mind that comes with financial stability and security. SouthPark Capital has a track record of doing what is best for the clients, instead of just what is best for them.

When a client hires SouthPark Capital, they are hiring independent advisors who are not responsive to anyone except the clients who hired them. Not many people can claim that their wealth advisors answer only to them, without outside interests playing a role, but at Southpark Capital you can. SouthPark Capital is proud of the financial platform and plans they have put together and of the results they have achieved.