We consult closely with you and consider your goals and risk tolerance before reaching a mutual decision on how best to preserve and build upon your wealth. We follow a rigorous process, which leverages high-quality investment products and providers to create a diversified portfolio to meet your objectives. As the markets and your needs change, we constantly monitor your portfolio to ensure our approach continues to fulfill your requirements.
Before 2008’s auction rate market failures, LLBH d/b/a Coastal Bridge Advisors guided clients to safety and helped them avoid the market’s implosion.
Telecommunication stocks plummeted when the dot-com bubble burst. However, timely portfolio reallocation saved our client from losses during the crash.