Stephanie Perez's Contact Details

Stephanie Perez's Company Details

Southport Capital is an independent, fee only, registered investment advisory firm that manages portfolios for individuals, endowments, and institutions. Southport Capital is focused on meeting the needs of clients across economic spectrum's-from new investors to high net worth clients. Whether using a combination of stocks, bonds, and Index Exchange-Traded Funds for added diversification, or a portfolio entirely of managed Index Exchange-Traded Funds, Southport Capital works tirelessly to meet the needs of every client. Southport Capital offers a family of services to meet all lifestyles, goals, and objectives.Southport Capital is dedicated to providing our clients with all the information they need to feel secure and safe with their investments while planting the seeds for their future. At Southport Capital, our wealth management arm, we work to exceed the financial objectives of our high net worth clients by building custom portfolios of high quality stocks and bonds. With a disciplined in-house equity selection process, we strive to maximize total long-term returns while mitigating risk.