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.
By: Liz Perez There is little doubt technology has had a positive effect on the lives of countless people worldwide. However, technology also has its dark side: Cybercrime itself may well be the single most profitable criminal endeavor of all time. The numbers of individuals and businesses impacted by digital attacks and data breaches are …Read More >
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 in the most significant way. In choosing a variety of different asset classes and …Read More >
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 >
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?” 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? ” 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?” 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? 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 >
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors. The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors. Coastal Bridge was recognized among an impressive group, as the average Financial Times 300 practice manages $2.7 billion in assets.
This is Coastal Bridge Advisors’ second time being named to the FT 300 List. The firm was previously recognized in 2015- a year in which 630 RIA firms applied to the top 300 list and were similarly graded on six criteria of AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility, and compliance records.
“For us, this honor affirms the hard work that we put into establishing ourselves as one of the industry’s premier advisory firms,” said President of Coastal Bridge Advisors, Jeff Fuhrman. “This is our second time being named to the FT 300 list which we believe points to the sound and exceptional service we have strived to deliver to our clients over the years. It is an honor and privilege to be recognized by such a renowned publication.”
Financial Times celebrated the 2017 FT 300 honorees at an event at Manhattan’s New York Yacht Club on Thursday evening, June 22nd. Coastal Bridge Advisors was esteemed to be among those recognized for their outstanding achievement.
About the FT 300 List:
This is the fourth edition of the Financial Times 300 list. To curate the list, Financial Times started by reaching out to the largest independent RIAs registered with the US Securities and Exchange Commission – over 2,000 – across the U.S. that reported that had $300 million or more in assets under management (AUM). No more than 75% of a practice’s assets could be attributable to institutional clients. Qualified RIAs then had the opportunity to complete an online application and were scored on six key factors, including AUM, AUM growth rate, company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. AUM and AUM growth rate comprise roughly 80-85% of each adviser’s score. For the 2017 award, a total of 725 RIA companies completed the online application and 300 made the final list. 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. Coastal Bridge Advisors’ receipt of the award may not be representative of any one client’s experience because its receipt of the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients. For the complete list and to view the methodology for inclusion, visit: https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors.
The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors.