Headquartered in La Jolla, California, and founded by CEO/Chief Investment Officer Scott Kyle, Coastwise Capital Group is a high-end money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of its clients. Coastwise manages many account types including:
- Individual accounts
- Retirement accounts
- Trust accounts
- Organizational accounts
- 529 plans
Within each portfolio, Coastwise utilizes a combination of:
- Stocks
- Options
- ETFs
- Mutual Funds
- Bonds
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® stock index. Coastwise has also been the recipient of the various awards including:
- 2010, 2011, & 2012 FIVE STAR: Best in Client SatisfactionSM - Wealth Manager
- 2009, 2010, & 2011 Best Financial Advisor – Best of La Jolla Poll conducted by the La Jolla Light
- 2010 & 2011 Best Financial Advisor - Readers Choice Awards conducted by the La Jolla Village News
Learn more about Coastwise Capital Group, LLC at www.coastwisegroup.com
Email: info@coastwisegroup.com
Phone: 858.454.6670
