Resources

Edition 22

At Coastal Bridge Advisors, we combine our extensive financial expertise with an intimate knowledge of our clients. We offer a comprehensive suite of services and are committed to building client relationships and strategies that transcend market-driven barriers.

In the following essays, various team members from Coastal Bridge Advisors provide insights into how we operate and best serve our clients.  Published exclusively in Worth magazine, these articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.

Why does planning precede asset allocation and manager selection when constructing a client portfolio?

“Why does planning precede asset allocation and manager selection when constructing a client portfolio?” By: Michael Kazakewich Landmark studies have shown asset allocation to be the single biggest contributor to the overall performance of a portfolio.  More meaningful than security selection or market timing, asset allocation has the potential to affect a client’s net worth …

Read More >

The Next Twenty Five

To celebrate its first quarter century. Worth asked 25 leaders in fields ranging from healthcare to finance to travel what the coming 25 years will hold. Here are the predictions. See Founding Partner, Bill Loftus, quoted on page four of the PDF version.

Read More >

What is the standard of care I should expect of my advisor?

By: Jeff Fuhrman The complexities of the financial services industry are well documented. That’s why many investors navigate a path to financial well-being by seeking the services of a financial advisor. However, even the most sophisticated among us can have a difficult time choosing an advisor we trust, one who has our best interests in …

Read More >

What role does compliance play with registered investment firms, and why is it important to you?

“What role does compliance play with registered investment firms, and why is it important to you?” By: Jim Pratt-Heaney Registered Investment Advisors have a fiduciary duty to their clients. This means that they have a fundamental obligation to act and provide investment advice in their clients’ best interest. For SEC-registered firms, the Commission dictates that …

Read More >

How can my advisor help me organize a successful family meeting?

“How can my advisor help me organize a successful family meeting? ” By: Sarah K. Simon, JD Families gather for many reasons, such as to celebrate birthdays and holidays, weddings and reunions; they come together for special events or merely “just because.” Less frequent, but arguably even more important, is the occasion to come together …

Read More >

What is the main mission of Save the Children, and what is your firm’s involvement?

“ What is the main mission of Save the Children, and what is your firm’s involvement?” By: Coastal Bridge Advisors Bill Loftus works as the volunteer chairman of the advisors council to Save the Children (SC), an organization which currently serves 185 million children in more than 120 countries worldwide. In this role, Loftus serves as …

Read More >

How Does My Advisor Address my Responsibilities to My Family?

How Does My Advisor Address my Responsibilities to My Family? By: Michael Kazakewich, Partner One of the planning issues we address on a recurring basis is the responsibility our clients have assumed for their family members.  As a firm dedicated to the individual needs of our clients, we are mindful that the broader family must …

Read More >

How Can Client Service Bring Transparency & Order To Your Financial Life?

“ How Can Client Service Bring Transparency & Order To Your Financial Life?” By: Emily Clare Fenn, Director of Family Office Services Someone once told me, “If you’ve seen one family office, you’ve seen one family office.” That is how it should be; no two families need the exactly the same thing. At Coastal Bridge …

Read More >

Coastal Bridge Advisors is now Coastal Bridge Advisors. Find out more about our new identity.

Learn More >