Our Investment Philosophy
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 investment advice Gold Coast provides is impartial and objective as we look to both enhance the quality of our clients’ lives while meeting their unique and personal goals.
How Client Money Is Invested
Gold Coast creates an asset allocation based on extensive client input. Risk tolerance, liquidity needs and tax situations are carefully considered.
Investment managers are thoroughly vetted, audited, and monitored. Allocated money to enact the investment plan is only put to work after this extensive process.
Gold Coast can provide manager due diligence for clients who want or need help when investing in private placements, private investment funds, and other investments.
High-Quality Network of Service Providers
Gold Coast can work with existing, or provide from our own vetted list of service providers, including tax advisors and trust/estate lawyers.
Gold Coast Wealth Management uses Fidelity Brokerage Services LLC as the custodian for client assets.
All investments are held in the client’s name, Gold Coast does not hold custody of any client assets.
Gold Coast clients can log in to their Fidelity account and have complete transparency and access to their custodial assets.