Coastal Asset Management LLC

Coastal Asset Management provides personalized investment management services for individuals and high-net-worth clients. Before starting a relationship, Coastal Asset Management offers a complimentary consultation to discuss services and determine if the client's needs align with the firm's offerings. Coastal Asset Management builds individualized portfolios based on each client's specific objectives, time frame, and risk tolerance using asset allocation, fundamental analysis, and cyclical analysis. Clients can also place written restrictions on the types of investments used in their accounts. Coastal Asset Management does not participate in wrap fee programs and requires no minimum account size. Client assets are held by an independent custodian, Interactive Brokers, which calculates and deducts the firm's quarterly management fees directly from client accounts.