Our Investment Philosophy
- Emphasize Capital Preservation
- Optimum Fund Selection – We screen thousands of funds looking for those that exhibit traits of low volatility and above average returns.
- Risk Management – We look for funds that provide good risk adjusted returns and outperform the market index representative of the fund coupled with daily management of accounts.
- Commitment and individualized attention to every client and their needs.
“The first rule of investing is don’t lose money; the second rule is don’t forget Rule No. 1.” - Warren Buffet
Our Goals
Capital Preservation – Growth and Low Volatility
Coastal Wealth Management, LP invests seeking to maximize absolute returns with low relative risk as measured by volatility. We invest using mutual funds and exchange traded funds (ETF’s) because of the diversity they provide.
Greatest Absolute Return
Focus is placed on account growth when investment returns are greater than the overall market risk. During periods of high market risk, we utilize inverse market index funds to hedge accounts to a “market neutral bias”.
As market risk continues to increase, we either sell the position or we move to a “hedged” market neutral bias position in order to avoid a prolonged decline in overall account value. By doing so, we seek to limit significant losses by moving decisively when the market signals a change in character.
