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.

The firm provides discretionary investment management and financial planning services to individuals and high-net-worth clients, combining portfolio management for stocks, bonds, mutual funds, ETFs and U.S. Treasuries with fixed-fee and hourly planning engagements. It offers ongoing monitoring and client-facing technology for daily net-worth tracking, budgeting, and progress monitoring alongside ad-hoc consulting and written financial plans. Left Coast uses a primarily quantitative, factor-based investment approach that emphasizes value, momentum, and lower-volatility exposures, and applies a Constant Relative Risk Aversion (CRRA) model to size allocations to individual client risk profiles. The firm relies on fundamental and technical analysis, seeks tax-aware trade execution, and discloses that it may use derivatives—including equity index futures such as S&P 500 futures—for hedging and risk management in client accounts. Compared with many peers, Left Coast notes the firm’s principal maintains an active, licensed role in residential and investment real estate and a separate full-time technology-industry role, and the brochure states the firm will limit the number of clients to mitigate related conflicts. The firm also discloses the use of derivatives and commodity-linked investments (including ETFs and futures), discusses borrowing/credit risks tied to its strategies, and reports recent changes in assets under management and client-facing performance/monitoring tools in its disclosures.

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
Marius Grigoriu	Seattle, WA	4

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