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ALONGSIDE YOU

CoastEdge is a registered investment advisory firm created to deliver the
alignment, tailored service, and access to investments our principals seek as
high net worth investors. We work together with wealthy families and private
foundations to navigate their financial journey and build a confident future.

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ACCESS EXCEPTIONAL OPPORTUNITIES

Our experience, entrepreneurial background and longstanding industry
relationships enable us to provide access to investment opportunities that are
often available only to large institutional investors and family offices.

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UNPARALLELED ALIGNMENT

We founded CoastEdge to manage our own wealth and we continue to invest
alongside our clients, with the same terms, fees and expenses.

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ANCHORED IN YOUR LONG TERM GOALS

We remain grounded in your long term financial goals during challenging periods,
making research-backed decisions in response to market dynamics to protect your
future and legacy.

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STEADFAST TRANSPARENCY

We communicate, educate, and collaborate with clients, with reporting that gives
a clear and constant view on the standing, trajectory and performance of your
portfolio.

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CUSTOMIZED PORTFOLIOS

With experience across asset allocation, manager selection, oversight and
structuring, we construct a customized global multi-asset class portfolio for
each client based on your long-term goals, risk profile and time horizon.

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© 2022 CoastEdge Partners
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