Coastal Funds
The Coastal Opportunities Fund and the Coastal Foreign Opportunities Fund are pooled asset funds that are structured to give flexibility in the management of assets in a manner that is consistent with the same philosophies we utilize in the management of individual accounts while taking advantage of “pooling” accounts together for economies of scale. The larger investment base also gives each investor access to investment vehicles that are not otherwise available to smaller accounts.
Coastal Wealth Mangement serves as the investment manager for both funds. All account statements and and transactions are prepared by an independent third party administrator (TPA). Both funds are subject to annual independent audits.
To find out more about both of these opportunities and which may be right for you, contact us or click on the links below.
Coastal Opportunities Fund
The Coastal Opportunities Fund is suitable for indiviual investors, trusts and corporations that file a US tax return and meet the requirments of an accredited investor.
Coastal Foreign Opportunities Fund
The Coastal Foreign Opportunities Fund is suitable for non-US investors or entities that do not file a US tax return and meet the requirments of an accredited investor. Some retirement accounts may benefit by investing in this fund. Please contact us to find our if investment in this fund is right for you.
