LLBH d/b/a Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions

Faced with the prospect of rising interest rates, clients with traditional fixed income investments received previously unavailable access to help maintain wealth

An inflationary atmosphere has the potential to create a rising interest rate environment.

Traditional fixed income investments, such as government, corporate and municipal bonds, typically fare poorly in rising interest rate environments.

Smarter investment strategy curtails risks of rising rates

To limit our clients’ exposure to the detrimental effects of rising interest rates, we proactively sought a solution that allowed our clients to maintain a balanced asset allocation including a portion dedicated to fixed income.

To hedge against inflation, we utilize a quality short-term municipal bond manager who employs CPI swaps in his investment strategy, which protects short-term principal.

Likewise, we utilize a manager who invests in high-yield municipal bonds and hedges by shorting Treasuries and corporate bonds.

Clients receive access to catastrophe bonds by way of LLBH d/b/a Coastal Bridge Advisors connections

Through an LLBH d/b/a Coastal Bridge Advisors relationship, we were able to provide our clients access to Catastrophe Bonds, previously available only to large institutions.

This innovative approach has been creatively constructed to preserve our clients’ wealth and maintain the customized asset allocation.

 

IMPORTANT DISCLAIMER:
THESE CASE STUDIES ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY TO PROVIDE AN EXAMPLE OF THE FIRM’S PROCESS AND METHODOLOGY. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THE RESULTS PORTRAYED IN THESE CASE STUDIES ARE NOT REPRESENTATIVE OF ALL OF THE FIRM’S CLIENTS OR THE CLIENTS’ EXPERIENCES. DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND ACTUAL RESULTS MAY VARY MATERIALLY THAN THOSE PORTRAYED HEREIN. THEREFORE, IT SHOULD NOT BE ASSUMED THAT THE FUTURE RESULTS OF ANY SPECIFIC INVESTMENT OR INVESTMENT STRATEGY (INCLUDING THE INVESTMENTS AND/OR INVESTMENT STRATEGIES RECOMMENDED OR UNDERTAKEN BY THE FIRM) WILL BE PROFITABLE OR EQUAL THE RESULTS PORTRAYED HEREIN. AN INDIVIDUAL’S EXPERIENCE MAY VARY BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCES AND THERE CAN BE NO ASSURANCE THAT THE FIRM WILL BE ABLE TO ACHIEVE SIMILAR RESULTS IN COMPARABLE SITUATIONS. NO PORTION OF THESE CASE STUDIES IS TO BE INTERPRETED AS A TESTIMONIAL OR ENDORSEMENT OF THE FIRM’S INVESTMENT ADVISORY SERVICES AND IT IS NOT KNOWN WHETHER THE CLIENTS REFERENCED APPROVE OF THE FIRM OR ITS SERVICES. THE INFORMATION CONTAINED HEREIN SHOULD NOT BE CONSTRUED AS PERSONALIZED INVESTMENT ADVICE. PLEASE CONTACT US FOR ADDITIONAL INFORMATION WITH RESPECT TO THE STRATEGIES AND/OR INVESTMENTS DESCRIBED HEREIN.

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/