Coastlight Capital

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.

,
Founded in 2014
Myself Only employees

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 Information

Industry
Company Type
Privately Held
Founded
2014
Employee Range
Myself Only
Revenue Range
Not available

Location

Address
228 Hamilton Avenue CA Palo Alto
City
Region
Postal Code
94301
Country
United States

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