COASTLIGHT'S MISSION IS TO HELP HUMANITY THRIVE BY ENABLING ALL INVESTORS TO ACHIEVE THEIR GOALS AND ASPIRATIONS EFFORTLESSLY.
Coastlight Capital was started after Roman Stehling and his colleagues worked on a better investment framework for private wealth clients at Merrill Lynch, which changed how investors allocate their funds. They realized that technology could help every investor achieve their goals. Coastlight Capital has assembled a great team across multiple disciplines such as Financial Markets, Macroeconomics, Monetary Policy, Data Analytics, Artificial Intelligence/Machine Learning/Deep Learning, Mathematics, Computer Science.
Providing our private wealth clients with an integrated approach of private wealth services, a quantitative investment framework based on decades of academic research in finance and highly personalized advice.
OUR APPROACH FOR PRIVATE WEALTH CLIENTS INTEGRATES THEIR
asset classes, strategy styles and exposure to risk factors
investment analysis including core and satellite strategies optimized for the trade-off between active portfolio management and pre-tax compounded growth
asset location optimization strategies for wealth structuring and wealth transfer purposes (such as gifting and charitable strategies)
tax loss harvesting strategies
income and transfer tax liabilities
spending and liquidity needs
COASTLIGHT CAPITAL TO START ARTIFICIAL INTELLIGENCE LAB
Providing Private Wealth Clients with a Quantitative Investment Framework based on Artificial Intelligence/Machine Learning, Big Data and Decades of Academic Research in Finance.
Replacing Wall Street by taking out human errors, opinions based on biases and guesses and giving Private Wealth Clients access to a scientific framework by allocating their funds not just to asset classes, but as well to strategy styles and risk factors.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 228 Hamilton Avenue,
- Industry
- Information Technology & Services
- Website
- http://www.coastlightcapital.com
- Keywords
- Palo Alto.
- HQ
- Palo Alto, CA
Coastlight Capital Questions
Coastlight Capital's website is http://www.coastlightcapital.com
Coastlight Capital's LinkedIn profile is https://www.linkedin.com/company/coastlight-capital
Coastlight Capital has
1 employees.
View email and phone details for 1
employees at Coastlight Capital.
Coastlight Capital's industry is
Information Technology & Services
Coastlight Capital's top competitors are
Mercor,
Tailwind Resource Group,
Sumsaver,
Cowbell Plant Co.,
Grubpay,
Vc Expert Services,
Authentium.io,
Coastlight Deepmarkets,
Ksapex Llc,
Predictionvalley.
Coastlight Capital's categories are Information Technology & Services
Coastlight Capital's founding year is 2014
