About

Southern Magnolia Investment Management LLC is a registered investment advisor located in the state of Florida. Southern Magnolia offers investment advisory and related services to individuals, high net worth individuals, trusts, and estates. Southern Magnolia provides customized investment advisory solutions for its clients. This is achieved through continuous personal client contact and interaction while providing discretionary investment management and related advisory services. Southern Magnolia works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to design an investment strategy. Southern Magnolia will construct client portfolios utilizing mutual funds, exchange-traded funds (“ETFs”), individual equities and individual bonds.