Clients were granted access to catastrophe bonds previously accessible only to large institutions in a unique approach implemented by LLBH d/b/a Coastal Bridge Advisors.
Trust, Estate & Legacy Planning
Careful planning can help to ensure your assets are efficiently passed from one generation to the next. We provide close personal attention to help you achieve maximum value with minimum burden on your heirs through the valuation and distribution of your assets, succession planning, fiduciary income tax preparation, trust administration, charitable trusts, foundations and estate settlement.
LLBH d/b/a Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions
Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors
For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors.
Westport, CT – July 3, 2018 – For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors. The firm was previously recognized in 2015 and 2017.
The Financial Times 300 list conducts its evaluation based on six factors:
- Assets under Management (AUM)
- AUM Growth Rate (1-Year and 2-Year)
- Firm’s Years of Existence
- Compliance Record
- Industry Certification of Advisors
- Online Accessibility
For the 2018 Financial Times 300 list, the median firm held $1.7 billion of AUM and was in existence for 22 years.
For the complete list and to view the methodology for inclusion, visit: https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4
Selection for FT 300 list is independent and objective, conducted in partnership with Ignites Research, a subsidiary of The Financial Times that conducts research and analysis on the asset management industry. To be eligible for consideration for the FT 300, RIAs must manage at least $300 million of assets under management, have no more than 75% of its practice’s assets attributable to institutional clients and be independent. Qualified RIAs were then scored on the six key factors referenced above. Neither advisors nor their firms pay a fee to apply or be listed in the FT 300 report. The list is presented as a group, not a competitive ranking of 1 to 300. Coastal Bridge Advisors’ inclusion on the FT 300 List is not indicative of Coastal Bridge Advisors’ future performance and its receipt of the award may not be representative of any one client’s experience.
Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors
For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors.