Gold Coast is a privately held investment management firm formed in 2011 based in New York. The firm and our approach were created with the standards of trust, professionalism, partnership, and performance firmly in mind. We seek like-minded clients who value partnership and the sharing of thoughts and ideas. 

The Gold Coast Multi-Asset Fund’s mission is to provide investors with an equity allocation designed to outperform the S&P 500 index.  The fund invests in a select team of equity managers that have historically outperformed the S&P using a concentrated portfolio.  Our qualitative process finds value and opportunities from inefficiencies created in an investment environment now dominated by the proliferation of index tracking mutual funds and ETF’s, high frequency trading, crowded ideas, and quantitative research.

Gold Coast Wealth Management

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