Investment portfolio / concentrated holdings
Ownership of private businesses
Liquidity needs & budgeting
Real estate / other assets
Estate and tax planning
Custom Multi-Asset Class Portfolios
- We build diversified global portfolios covering multiple asset classes and geographies, customized for each client’s needs.
- We may utilize a diversified set of asset classes or a more focused approach depending on what is appropriate for the individual client.
- Investment strategies for each client will have a mix of the following objectives: capital preservation, growth and income, and uncorrelated/less correlated to broad markets.
CoastEdge Fund Vehicles
- We manage unregistered funds that provide diversified investment strategies for qualified investors.
- These include commingled investment pools as well as vehicles that aggregate client assets and provide access to specific private investments.
- Through the funds, CoastEdge seeks to achieve several important benefits for clients, including: diversification, access to top-tier investment managers, streamlined operations, and consolidated performance, financial and tax reporting.