A complete list of active advisors currently associated with Middle Coast Investing LLC
Warmer can help you find a great advisor at Middle Coast Investing LLC or one who fits your needs even better.
Middle Coast Investing serves individual and high‑net‑worth clients with discretionary portfolio management and tailored advisory services. As of December 31, 2025 the firm reported $12,121,430 in discretionary assets and offers both strategic ETF allocation portfolios and actively managed individual‑equity accounts. The firm uses two primary strategies: a strategic asset allocation ETF strategy described as a variation of an “all‑weather” portfolio that is reviewed quarterly, and an active, fundamental‑analysis equity strategy customized to client risk tolerance. Portfolios may include a broad set of instruments — including inverse and leveraged funds, ETFs, stocks and short‑term bonds — and the adviser seeks to rebalance or rotate holdings as conditions warrant. Compared with peers, Middle Coast Investing discloses and advertises performance results, a practice that is uncommon among similar supported firms. The firm also requires clients to use its recommended custodian, authorizes custodial fee deduction (a limited form of custody), and provides regular account reviews (monthly for equity portfolios and quarterly for ETF portfolios) along with semiannual client meetings.
To learn more about the advisors currently working at Middle Coast Investing 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 |
|---|---|---|
Ludington, MI
| —
| |
Ludington, MI
| 2
|
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