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.

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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How does ‘client experience’ impact our technology investments?

“When we make the appropriate technology investments, we believe an improved client experience is the ultimate reward.” – Jeff Fuhrman

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What role does communication play in your advisor relationship?

“We developed the Virtual Family Office service model out of a realization that communication is not only paramount between client and advisor but also among a client’s various advisors.” – Bill Loftus

 

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How can I earn 4% from my fixed-income portfolio in a 0% risk-free environment?

“Waiting for interest rates to rise to acceptable levels to invest may be an exercise in futility.” – Bill Loftus

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Demystifying trusts: What can and can’t you do?

By: Bill Loftus As Published in Worth Magazine “You are able to get the tax savings without giving up control, which is important to the families we are working with.”—David Warren, President, Bridgeford Trust Company Many clients have initial reservations about setting up irrevocable trusts, even though they can often provide significant income and estate tax …

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What potential red flags should I look for in my wirehouse portfolio?

By: Kevin Burns As Published in Worth Magazine “All clients should feel comfortable about what investment decisions being made on their behalf and why.”  – Kevin Burns As an independent advisor, I am often asked to review portfolios of prospective clients with assets held at wirehouse firms. Having spent 26 years in the big banks, it …

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What can a ‘virtual family office’ do for off-shore investors?

By: Bill Loftus As Published in Worth Magazine “We served as the family’s chief financial officer and worked with their other trusted advisors to implement a plan of action.” – Bill Loftus With world markets becoming increasingly accessible and intertwined, ultra-high net worth families across the globe are seeking access to investment and educational opportunities abroad, …

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What security measures does your advisor have in place to protect against fraud?

By: Jim Pratt-Heaney As Published in Worth Magazine “Protecting the security of your assets is of paramount concern and we’re constantly evaluating our policies and procedures to be sure yours are in safekeeping.” Jim Pratt-Heaney Globalization has driven dramatic economic, political and technological advances. At the same time, our inter-connected world has contributed to a notable …

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