A complete list of active advisors currently associated with Coast Village Group
Warmer can help you find a great advisor at Coast Village Group or one who fits your needs even better.
Coast Village Group provides portfolio management, consulting, financial planning and educational seminars, and its brochure notes it may recommend digital assets and cryptocurrencies as part of client solutions. Although categorized as an investment manager, the firm describes serving a broad array of client types — including pension and profit‑sharing plans, banks or thrift institutions, insurance companies, sovereign wealth funds, state and municipal governments, charitable organizations, other investment advisers, corporations, and both high‑net‑worth and non‑high‑net‑worth individuals. The firm typically implements portfolios by allocating among independent third‑party managers and using mutual funds, ETFs, REITs and private funds, leveraging a turnkey asset management platform and a model marketplace to select and monitor managers. Its stated investment process emphasizes asset allocation and manager selection and can include option strategies, margin, ESG considerations, tax‑loss harvesting, and discretionary trading when so authorized by clients. Distinctive items disclosed in the brochure include an affiliation with a related accounting practice (noted to consume a material portion of management time) and related conflict‑of‑interest disclosures regarding referrals to that affiliated CPA. The firm also highlights an atypically flexible service and billing mix for an investment manager — offering hourly and fixed‑fee planning and consulting, the ability to recommend other advisers and custodians, and seminar/speaking engagements in addition to traditional asset‑management services.
To learn more about the advisors currently working at Coast Village Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 1
|
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