Gold Coast Wealth Management

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Description

  • 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 Funds 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 ETFs, high frequency trading, crowded ideas, and quantitative research.
  • location

    Headquarters:4 World Trade Ctr Fl 49 49Th Floor, New York, New York, United States

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  • Gold Coast Wealth Management phone

    Phone Number: +1 212-485-4400

  • Gold Coast Wealth Management website

    Website: https://www.goldcoastwm.com

  • Gold Coast Wealth Management employees

    Employees:5

  • Gold Coast Wealth Management revenue

    Revenue:$0 - 1M

  • Gold Coast Wealth Management legal name

    Legal Name:Gold Coast Wealth Management

  • Gold Coast Wealth Management's Social Media

    Gold Coast Wealth Management linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Managing Partner for Gold Coast Wealth Management

Brendan O'brien

Managing Partner

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View Employees

Brendan O'brien

Managing Partner

Brian Klatsky

Portfolio And Wealth Manager

Frequently Asked Questions regarding Gold Coast Wealth Management

  • Where are Gold Coast Wealth Management's Headquarters?

    Gold Coast Wealth Management's Headquarters are in 4 World Trade Ctr Fl 49 49Th Floor,New York,New York,United States

  • What is Gold Coast Wealth Management's phone number?

    Gold Coast Wealth Management's phone number is +1 212-485-4400

  • What is Gold Coast Wealth Management's official website?

    Gold Coast Wealth Management's official website is https://www.goldcoastwm.com

  • What is Gold Coast Wealth Management's Revenue?

    Gold Coast Wealth Management's revenue is $0 - 1M

  • What is Gold Coast Wealth Management's NAICS code?

    Gold Coast Wealth Management's NAICS code is 523110

  • How many employees are working in Gold Coast Wealth Management

    Gold Coast Wealth Management has 5 employees

  • What is Gold Coast Wealth Management's Industry?

    Gold Coast Wealth Management is in the industry of Financial Services

  • Who is Gold Coast Wealth Management's Managing Partner?

    Gold Coast Wealth Management's Managing Partner is Brendan O'brien

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