A complete list of active advisors currently associated with Left Coast Investment Strategies LLC
Warmer can help you find a great advisor at Left Coast Investment Strategies LLC or one who fits your needs even better.
Left Coast Investment Strategies LLC provides financial planning and discretionary investment management to individual and high-net-worth clients, offering portfolio management, comprehensive and limited-scope planning, and ad-hoc consulting. The firm reports approximately $5.5 million in assets under management and requires a $50,000 minimum initial deposit for managed accounts. The firm combines quantitative, fundamental, and technical analysis to construct factor-tilted portfolios with emphasis on value, momentum, and lower-volatility exposures, using a CRRA-based process to size allocations and tailor risk to client goals. Accounts are typically managed on a discretionary basis, with attention to tax implications and client access to daily net-worth tracking and online planning tools for monitoring progress. Left Coast discloses several uncommon features for a firm of its size: it clarifies its status as a commodity trading advisor and says it may employ equity index futures and options for hedging and risk management under a CFTC exemption, and its brochure explicitly discusses risks related to derivatives and borrowing. The firm also discloses that its principal maintains active outside roles as a licensed real estate broker and in industry employment, and states it manages potential conflicts in part by limiting the number of clients it serves.
To learn more about the advisors currently working at Left Coast Investment Strategies LLC, 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 |
|---|---|---|
Seattle, WA
| 4
|
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