Resources

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.  These articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.

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

By: Jeff Fuhrman As Published in Worth Magazine 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 …

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

By: Jim Pratt-Heaney As Published in Worth Magazine 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 Registered Investment Advisors “owe clients a duty of undivided loyalty and utmost …

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

By: Sarah K. Simon, JD As Published in Worth Magazine 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 for a designated meeting to discuss family finances. …

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

By: Coastal Bridge Advisors As Published in Worth Magazine 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 an ambassador for the organization, focusing on potential donors and volunteers. As …

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How Does My Advisor Address my Responsibilities to My Family?

By: Michael Kazakewich, Partner As Published in Worth Magazine 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 be considered when developing a plan …

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

By: Emily Clare Fenn, Director of Family Office Services As Published in Worth Magazine 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 Advisors, we offer customized family office services to our …

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How can I benefit from a team approach to investing?

By: Jeff Fuhrman and Jeff Kalapos As Published in Worth Magazine The Navy SEALs have a saying: “Individuals play the game, but teams beat the odds.” It is in this vein that Coastal Bridge Advisors’s own team approach combines with great discipline to help best serve client interests. One of the most pointed examples of this dynamic at work is through our investment committee. To …

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ETFs: Are they too big to fail?

By: Jim Pratt-Heaney As Published in Worth Magazine Our experience on Wall Street has taught us to be wary of new financial vehicles hailed as the answer to modern investing. In the last 20 years, no investment product has grown in assets more than the exchange traded fund (ETF). This impressive growth might suggest that ETFs …

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