Headquartered in La Jolla, California, Coastwise Capital Group is a boutique money management firm committed to creating customized portfolios for individuals and institutions worldwide. Each Separately Managed Account is carefully constructed to achieve the current and evolving financial objectives and time horizons to meet the needs of our clients.

Investing is our business and we understand how important it is to financial health. Goal setting is crucial to successful and meaningful investing. Whether you're investing money, time, or personal efforts, setting goals defines success for your purposes and establishes an end and a time frame for investments. Well defined goals help determine what investment methods are most appropriate for the realization of your objectives and help set priorities along the way. Investing without an end in mind lacks direction and a means of measuring success. This is precisely why at Coastwise, client objectives are so important to portfolio management. We believe that by aspiring for success as defined by our clients, we can ensure greater client satisfaction and financial prosperity.

Scott Kyle is the CEO and Chief Investment Officer of Coastwise. Mr. Kyle has over 20 years of investing experience and has executed billions of dollars in securities trades and investments. He specializes in combining high quality stock investments with options strategies as a means of hedging equity positions and generating income. Mr. Kyle is the published author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding. His experience is invaluable to sophisticated and effective money management at Coastwise.

Joclyn McManimen is the Director of Business Development of Coastwise. Mrs. McManimen brings over 10 years experience in marketing and advertising, having worked for companies including National Cinema Network, 944 Magazine & KGTV Channel 10News. To fulfill her personal passion for education, kids, and the arts, Mrs. McManimen serves on the Gala Committee for the New Children's Museum. Raised in Southern California, Mrs. McManimen proudly earned her degree in Communications at the University of California San Diego.

Brian Lavoie serves on the Coastwise team as Financial Analyst/Trader, bringing more than a decade’s experience in the financial services industry.  Mr. Lavoie has worked in the United States and in Ireland at such world renowned institutions as Investors Bank & Trust, JP Morgan, and Deutsche Bank Alternative Fund Services/HedgeWorks LLC. His prior roles include experience in fund administration, fund custody, training, valuation, project management, and systems development, as well as extensive work in team management and client services. Mr. Lavoie holds a Bachelor’s Degree in Business Management from Providence College in Providence, RI.

Lauren Doffing is the Director of Operations for the Coastwise team. Ms. Doffing brings years of administrative experience in the service, staffing, and sporting industries where she has specialized in business operations and client relations. Graduating from California State University, Long Beach with a B.A. in Communication Studies, Ms. Doffing was also a member of the NCAA-Division 1 Women's Soccer team.

Complementing Coastwise's key personnel is a carefully selected team of staff associates and third party professionals charged with supporting the day to day administration of Coastwise Capital's operations.

Learn more about Coastwise Capital Group, LLC at www.coastwisegroup.com.

DISCLOSURE: Mr. Scott G. Kyle is the CEO & CIO of Coastwise Capital Group. Coastwise Capital Group is a registered investment adviser located in La Jolla, California. Coastwise Capital Group may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Adviser does not attempt to furnish personalized investment advice or services through this publication. If you have any questions please contact Coastwise Capital Group directly at 858-454-6670.