About Coastal
Coastal Wealth Management, LP is a registered investment advisor (RIA) specializing in the active daily management of individual and pooled accounts using primarily mutual funds and exchange traded (ETF) funds. We manage wealth for Domestic and International individuals and businesses maximizing their individual returns and managing risk.
The Difference
We are not traditional money managers. We do not advocate a “buy and hold” philosophy nor do we think that allocation is the most important investment decision to be made.
We do not agree that your age should dictate how much you can invest in equities and we think it is unwise to depend on the old adage “the market always comes back”.
Active Management
Coastal Wealth Management, LP actively manages private investment accounts on a daily basis looking for signs of weakness or change relative to the stock market. This daily focus keeps us close to any market changes that affect our investing success for our clients.
When you open an account with us, you can be assured that we will evaluate your investments on a frequent basis. We are not traditional money managers, we do not evaluate your accounts on a quarterly basis as many investment firms do. Our customers have instant access to their accounts online and through personal contact at any time.
All accounts are custodial accounts held at TD Ameritrade or Ceros Financial Services in the name of the individual investor with discretionary trading privileges granted to Coastal Wealth Management, LP.
Minimum Account Size
The minimum individual account size for Coastal Wealth Management is $100,000. Coastal Wealth may, at its discretion, accept accounts below this minimum. Coastal Wealth will allow clients to combine household accounts to meet stated minimums.
Minimum account size for participation in the Coastal Foreign Opportunities Fund, LTD. is $1,000,000. Investors in the fund must meet accredited investor requirements.
Coastal Wealth Management Co. is a registered investment advisor. Actual returns on individual accounts may vary based on a number of factors including timing of initial investment, reinvestment of dividends and account deposits and withdrawals.
