In today’s investment environment of crowded trades, robo-advising and a changing political climate, our diverse financial markets background and experience provides our clients with sound and stable advice to navigate their short term and long term goals.
Risk Management & Performance
Preservation of capital is our primary goal with limited draw downs during volatile market environments. With over 40 years of combined market experience and best of breed portfolio managers, our strategies deliver market outperformance.
Transparency & Partnership
Our goal is to provide transparency and partnership, while avoiding conflicts of interest, in acting as our clients’ Chief Investment Officer. Independent, discreet, and privately held the advice Gold Coast provides is impartial and objective.
In order to develop a customized investment game plan — one that’s aggressive enough to reach your goals, yet protected from excess risk — Gold Coast works with a vetted list of service providers, including tax advisors and trust and estate lawyers.
A Firm Foundation
Growing Wealth -- Together
Gold Coast is a privately held investment management firm formed in 2011 with an initial investment from a small group of New York-based families. Our investment management firm and our approach were created with their standards of professionalism, partnership, and performance firmly in our mind. We seek like-minded clients who value partnership and the sharing of thoughts and ideas. The advisor-client relationship is a two-way street and our doors and ears will always be open to our investment partners.