With intelligence and integrity we protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the freedom to live richer, more fulfilling lives.
Coastwise Capital Group, LLC is a high-end, award winning independent money management firm offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, REITs, MLPs, bonds, and other securities to achieve each client's individual financial goals.
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Who We Are
Headquartered in La Jolla, California, and founded by CEO/Chief Investment Officer, Scott Kyle, Coastwise Capital Group is committed to creating customized portfolios that meet our clients' investment needs and objectives.
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