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Welcome to SouthBay Investment Group, LLC

SouthBay Investment Group, LLC is an independently owned investment consulting and management firm. SouthBay is dedicated to improving the prosperity of our clients through the personal management of their invested assets, customized to meet their personal investment strategy. SouthBay provides diversified portfolio management and advisory services for today's busy and successful individuals... entrepreneurs, professionals, and retired executives. Each individual client account is built on a solid foundation customized to meet your personal investment approach and risk tolerance. We strive to bring balance to your tolerances for risk and volatility, and with realistic expectations of investment returns We are committed to partnering with you to preserve and create wealth for you and your family.

Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Lease Payment

How much would your monthly lease payment be?

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