Portfolio Management

At Coast Wealth Management, we continually strive to provide the smartest solutions for each client using the best available opportunities regardless of their source.  When constructing portfolios, we may utilize a wide array of alternatives including exchange traded funds (ETF’s), mutual funds (including institutional funds not available to the public or funds closed to new investors), separate account managers, and private equity. 

Portfolios are designed for maximum tax efficiency within the constraints of each clients goals and objectives.