Coastal Capital Advisors

Coastal Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations and retirement plans, providing ongoing discretionary investment management and comprehensive financial planning. Services include customized portfolio construction, wealth management advice, and incidental guidance on matters such as 401(k) allocations, real estate transactions, and private business acquisitions.

The firm tailors Investment Policy Statements to clients’ goals and risk profiles and manages portfolios using a mix of individual stocks, bonds, closed-end funds and ETFs under an active or passive, long-term, value-based allocation framework. Adviser integrates financial planning with portfolio oversight, conducts periodic account reviews, and uses a third-party platform to monitor and rebalance held-away accounts when clients connect them.

Compared with similarly sized advisers, Coastal Capital’s use of specialized execution and financing arrangements is distinctive: it requires a single custodian relationship and has established a prime brokerage arrangement through that custodian to access corporate bond execution services. The firm also recommends a third-party provider to facilitate securities-backed box spread loans and employs option strategies such as covered calls and box spreads as part of its investment toolkit.