morgan city Investment Management

Investment Management

"The individual investor should act consistently as an investor and not as a speculator." ~ Ben Graham

At Coastline, we know that there is more to life than stocks and bonds, but a diversified investment portfolio can play an important part in reaching your goals and financial independence. We are buy-and-hold investors that create portfolios to weather different investment and economic environments, not traders looking for the next hot stock idea. We believe the foundation of any successful investment management plan is a well-diversified portfolio of cost-efficient investments that are tailored to the client’s goals, purchased with the expectation of investing for the long-term. As Warren Buffet once said, “The stock market is a device for transferring money from the impatient to the patient.”

Creation of a portfolio begins with us getting an understanding of your feelings towards the trade-offs between risk and return. Once we have a firm grip on your tolerance for risk, we will pair that information with other information you have shared with us regarding your current financial situation and existing investments, and that will lead us to an asset allocation for your portfolio.

Asset allocation is simply the mix of stocks, bonds, and cash in your portfolio, but it is one of the most important pieces of investment management to get correct. After the mix of asset types is decided upon, the next step is to select from the investable universe the right vehicles to construct your portfolio. This is where we will put together a proposed portfolio using some mix of stocks, individual bonds, CDs, mutual funds, ETFs, and other investment types. Through our professional experience, and our partnership with Raymond James, Coastline Wealth Group has significant resources to use on your behalf.

The work has just begun at this point, as we will continue to monitor your portfolio. There will be occasions when adjustments to the portfolio are warranted, and we will help you separate those times from the constant noise that the financial media puts out there. We know that time in the market is much more important than trying to time the market. A big part of our job, and one we take very seriously, is helping you understand what is going on in the market, so that you avoid behavior that will keep you from reaching your goals.


Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.   Coastline Wealth Group offers full service financial planning for individual and corporate accounts.  Our financial planning offices are independently managed locally in Morgan City, Louisiana.  If you would like to schedule a consultation regarding your existing insurance or future insurance plans, please contact our offices.