Portfolio Management

At Coastwise Capital Group, each portfolio is carefully tailored to meet the current and evolving financial objectives of each client. All portfolios may have both direct (through the purchase of foreign shares traded on major US exchanges) and indirect (through the purchase of US based companies with operations overseas) international exposure as deemed appropriate by the Financial Advisor.

 INVESTMENT STYLE:

 

  • Long term value investors

  • Fundamental analysis

  • Open to short term opportunities

  • Emotionless discipline

  • Best of breed securities

  • Take profits where appropriate

  • Direct and transparent communications

  • Emphasis on client education

Investment Objectives 

Aggressive Growth

The Aggressive Growth portfolio seeks capital appreciation through the purchase of faster growing companies. Aggressive Growth aims for the highest capital gains with a lower emphasis on dividends and/or income. Aggressive Growth is most appropriate for accounts with a longer time horizon and clients comfortable with portfolio volatility inherent in an aggressive growth equity portfolio.