At Coastal Bridge Advisors, we offer comprehensive and innovative investment solutions for institutions including captive insurance companies, endowments, foundations and pension funds. We understand that each institution has circumstances unique to them and thus requires a different, bespoke approach to its investment management. Our mission is to emphasize asset preservation and facilitate growth in a low risk manner. Through a consultative approach and personalized service model, we determine the risk/return goals for each client and provide a customized plan to meet their long-term objectives.
The more we know, the better we can design an investment plan that fits your circumstances. Our experienced professionals communicate and strategize about your institution’s financial needs, objectives and goals.