The South Street Difference

As an independent investment advisor, South Street is not burdened by committees or shared decision making. The firm's structure enables us to react rapidly to changing market conditions and client requests. South Street is recognized in the marketplace for delivering superior and consistent long-term investment results, and for adjusting asset allocation levels in client portfolios during periods of volatile or unsettled markets. 

Clients of South Street benefit from the experience of the firm's principals, each of whom has worked for more than 30 years managing investment portfolios. A critical distinguishing feature of the firm is the direct access our clients have to these experienced executives, the owners of the business. 

At South Street, we advocate liquidity and transparency in our investments, and marry those tenets with a solid personal long-term relationship with our clients. The combination has resulted in a high level of client retention at the firm. 

Our flexible structure allows us to work with virtually any custodian bank around the world. Being independent, however, results in our representing only the interests of our clients.