Southeast Asset Advisors Inc.

Investment Strategy

Southeast Asset Advisors, LLC focuses on protecting and growing client capital over the long term with a value-oriented approach. Their investment strategy centers on achieving individual client goals by proper asset allocation, stress-testing liquidity needs, and investing in mutual funds, ETFs, individual stocks, and select private funds. The firm utilizes both active managers with an emphasis on intrinsic value and margin of safety, and passive strategies as appropriate. They regularly review portfolios to rebalance when opportunities arise and may utilize external managers or private funds for qualified clients. Their services include portfolio management, estate planning, tax analysis, and insurance review, all tailored to each client’s circumstances. The majority of the firm’s assets are managed on a discretionary basis, and they act as fiduciaries throughout the client relationship.