South Street Advisors was founded in 1996 to provide independent advice tailored to the specific investment requirements and objectives of institutions and individuals.
Each of the principals has over thirty years of investment experience managing U.S. and global portfolios for domestic and overseas clients. South Street Advisors strives to establish close working relationships with clients, as custom-tailored portfolio management represents the cornerstone of our investment approach.
U. S. HIGH NET WORTH INDIVIDUALS
Our fastest growing client segment, U. S. High Net Worth individuals and families represent the largest percentage of our client base.
Not-for-Profits
We provide investment solutions tailored to the specific needs of college endowments and other not-for-profit organizations.
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Non-U.S. Residents
Non-U.S. wealthy individuals and families, representing roughly one half of our assets under management, benefit from our principals' long experience in international markets.
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