The Southland Investments Advantage

We specialize in managing no load (i.e., no commission) mutual fund investments for small to mid-sized investors—very probably people like you. We have been successfully caring for our clients' investments and supporting clients in their objectives for a secure future since 1984.

Clients tell us they appreciate the cordial and friendly relationship we earn, which is built on a bedrock of trust and communication. Because we most enjoy working with people in a certain portfolio value range, there are no "small fish" clients. Every person gets maximum attention from us and all the access they need.

We receive no commission from any fund; we charge a modest management fee based on account value. So our only motive to recommend funds is excellent performance, and we have maximum incentive for your account to prosper. Because we invest our personal money in the same funds that we recommend to you, we are doing more than looking out for your future:

We are looking out for ours.

How We Manage Your Success

Our unique method of tracking trends, which we have refined over the years, is objective and unemotional. It gives us mathematical/statistical signals for buying and selling that have proven reliable over time—in both good economic times and bad. By analyzing and double checking stock market movements, we have taken great advantage of up markets realizing excellent asset growth and stepped aside during downtrends, moving to the safety of money market funds until our indicators suggested they had passed.

While no one's perfect, we can boast that our system saw excellent gains during the rising stock market in the 1990's. More importantly, our momentum analysis signaled us to pull out of the market on October 13, 2000 allowing our clients to avoid much of the loss suffered by "buy-and-hold" investors. (The NASDAQ fell 43% over the next 17 months while our investors watched from the safety of the sidelines as their investments maintained value.)

Unlike other companies that require $100,000 or more to start, we have no minimum investment. We closely follow all our positions daily. Our objective is to provide you with confidence that your investments are building toward a secure future for you and your family.

Our approach is effective with any kind of investment account, especially 401k's and IRA's, as well as general investing of discretionary funds. We will be glad to explain this in greater detail when you come in, so please accept our invitation to call for a free consultation now.