Coastal Capital Management, LLC

Coastal Capital Management offers ongoing investment management services based on each client's goals, risk tolerance, and time horizon. Coastal Capital Management creates an investment policy statement for each client. Coastal Capital Management generally limits its investment advice to fixed income securities, real estate funds, equities, ETFs and non-U.S. securities, although Coastal Capital Management primarily recommends Equity and Equity Options, Covered Calls to a majority of its clients.