Options education with Coastwise Capital Group puts you in a one on one educational seminar (in person or via zoom) with our Chief Investment Advisor, where he and other team members will provide their combined experience in derivatives to better equip you for entering the market.
With more than 30 years experience trading options, it is the goal of Coastwise to teach our consultees safe and effective ways to capitalize on the options chain while also helping shield your portfolio (as effectively as possible) from downside risk.
Steps to Enroll
Submit the Questionnaire
We want to use your time as effectively as possible, with this in mind we ask that all consultees fill out an investment experience questionnaire.
With an idea of your trading experience / history we are better able to tailor the program to your needs.
Coastwise Capital Group, LLC is an award-winning boutique investment management firm located in La Jolla, CA. With intelligence and integrity, we seek to protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the freedom to live richer more fulfilling lives.
Specified investment information is provided for informational purposes only and should not be deemed as a recommendation to purchase or sell or the solicitation of an offer to buy an interest in any security.