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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. Coastwise manages many account types including:
Within each portfolio, Coastwise utilizes a combination of:
and other securities to meet each client's unique financial goals.
With the goal of educating existing and prospective clients and giving back to the community, Coastwise has founded The Coastwise Mile®, the Coastwise Prize®, and the Power 100®. Coastwise has also been the recipient of the various awards including:
Chief Executive Officer
Chief Investment Officer
Mr. Kyle is responsible for strategic investment decisions and portfolio management. He chairs the Coastwise Investment Committee.
Investing in public and private companies for over 20 years, Mr. Kyle offers a solid combination of Wall Street analyst, public market, private equity, and hedge fund experience, invaluable when it comes to sophisticated and effective money management. During that time he has executed billions of dollars in securities trades/investments. Mr. Kyle has been using options strategies to hedge equity positions and to generate income since the early 1990s, while developing proprietary trading/investing models and techniques.
Mr. Kyle co-founded and was a principal source of early stage investment funding for the publicly traded The Active Network, Inc., (ACTV), named for three consecutive years one of the fastest growing companies in North America by Inc Magazine and for four years one of the fastest growing companies in North America by Deloitte & Touche (Fast 500). Mr. Kyle served as CFO and as Board of Director for Active from its founding in 1998 until 2002. Today, Active has over 3,000 employees worldwide.
In 1997, Mr. Kyle purchased an interest in and became CEO/Publisher of Triathlon Group North America, LLC, the parent company to the world's largest triathlon publication, Triathlete Magazine. Post-acquisition, Mr. Kyle led a team for the subsequent year which returned the magazine to profitability. Mr. Kyle served on the company's Board of Directors until November 2003 when he sold his interest.
From 1993 - 1997, Mr. Kyle was the Publisher at Dearborn Trade and the Director of Dearborn's International Division. As Publisher, Mr. Kyle was responsible for managing a group of over 60 people and a budget in excess of five million dollars in sales. Mr. Kyle served on the parent company's Board of Directors from 1996 until the company was sold to the publicly traded Washington Post Company for over thirty-six million dollars in 1998.
From 1989 - 1991, Mr. Kyle was a Financial Analyst at Chemical Bank (now JP Morgan/Chase) where he conducted analysis and due diligence on Fortune 1000 Companies.
Mr. Kyle is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding. Additionally, he is the creator of the Power 100®, an annual stock index.
Mr. Kyle holds Bachelor's degrees in Economics and International Relations from Tufts University (Magna Cum Laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. Mr. Kyle is a two time world and nine time national champion in sailing, an Ironman triathlon finisher and a 3rd degree black belt in Shaolin Kempo. As part of Coastwise's philanthropic efforts, Mr. Kyle founded the Coastwise Prize® for Investing Excellence, an annual scholarship prize for high school students. Additionally, he created the Coastwise Mile®, an annual running event and festival benefiting the San Diego Humane Society and SPCA as well as the Scripps Park Project. Mr. Kyle lives with his family in La Jolla, California and has served as a Board of Director on over fifteen companies and non-profit organizations.
Chief Operations Officer
Mr. Lavoie is responsible for industry and company analysis, portfolio trading, and compliance policy and procedure implementation. He serves on the Coastwise Investment Committee.
Mr. Lavoie brings more than a decade's experience in the financial services industry to the Coastwise team. Mr. Lavoie has worked in the United States and in Ireland at such world renowned institutions as Investors Bank & Trust, JP Morgan, and Deutsche Bank Alternative Fund Services/HedgeWorks LLC. His prior roles include experience in fund administration, fund custody, training, valuation, project management, and systems development, as well as extensive work in team management and client services.
Mr. Lavoie holds a Bachelor's Degree in Business Administration from Providence College in Providence, RI. He holds a Series 65 license to operate as an Investment Advisor Representative and provide investment advice to the individuals with whom he interacts. An accomplished golfer, Mr. Lavoie plays extensively. He enjoys cooking, photography, music, and spending time with family and friends.
Financial Advisor/Portfolio ManagerMs. Itkin is a financial advisor with Coastwise and founder of The Options Lady, an education and coaching business committed to empowering women and couples to become successful investors. Ms.Itkin is the author of Every Woman Should Know Her Options: Invest Your Way To Financial Empowerment. She is a regular contributor to DailyFinance.com and makes guest appearances as a personal finance expert on San Diego television news programs.
Complementing our key personnel is a carefully selected team of staff associates and third party professionals, charged with supporting the day to day administration of Coastwise Capital's operations.