Our Investment Process

Our Approach

The foundation of our investment methodology is built upon a disciplined, research-intensive, time-tested approach that involves diversification of assets classes, management styles and regular rebalancing.

Our Investment Committee

The Coastal Bridge Advisors Investment Committee is responsible for the selection and monitoring of investment managers and products employed in our client’s portfolios.

This process encompasses a thorough examination of both the qualitative and quantitative aspects of an investment manager. Our investment committee evaluates whether managers adhere to our expectations regarding what is referred to as “The 4 P’s”. The 4 P’s represent assessment criteria analyzed during review and selection of investment managers.

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1) Examine all available data and marketing material.
2) If the investment appeals to us, we perform a thorough review of the manager employing the 4P’s strategy.
3) In addition to the 4 P’s, we also conduct a fundamental analysis, relative value analysis, and have direct calls and/or in-person meetings with management. In this step, we request information from third party investment research providers as this provides us further validation of our information.
4) After the quantitative and qualitative reviews are complete, distribute information to investment committee members.
5) Request investment manager to present their pitch and answer any further questions.
6) The approval of the investment manager will be put to vote, in which a majority decision must be reached.

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Asset Managers Selection Process