Southern Investment Management Collective LLC

Overview

Southern Investment Management Collective LLC is a small, client-focused advisory firm that provides portfolio management to individuals and small businesses on a percentage-of-AUM fee basis. The firm operates with a discretionary tilt—the bulk of assets are managed under discretionary authority—and places the largest portion of client capital into public funds and mutual funds. It does not market itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Investment activity centers on conventional pooled vehicles for core equity and fixed income exposure, with targeted use of real estate as an alternative allocation. Portfolio construction appears oriented toward diversified, pooled-product sleeves rather than concentrated single-stock bets. That approach supports scale for a compact asset base while allowing the firm to layer in alternatives such as real estate funds where appropriate for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices