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Jonathan L

Series 65

Ludington, MI

Middle Coast Investing LLC

Jonathan Liss is a financial advisor with Middle Coast Investing LLC holding a Series 65 designation. He has five years of experience as a contributor at Seeking Alpha. Middle Coast Investing serves individual and high-net-worth clients by offering discretionary portfolio management and tailored advisory services. The firm employs strategic ETF allocation and active equity strategies, managing a diverse range of instruments with regular portfolio reviews and client meetings.

Passive / index investing Active portfolio management
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Daniel S

Series 65

Ludington, MI

Middle Coast Investing LLC

Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.

Passive / index investing Active portfolio management
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