Investment Management

Prior to investing client assets, an Investment Policy Statement is created after an in-depth discussion between the client and the investment professionals at Intracoastal Family Office LLC. This Statement defines specific investment goals and objectives. It also describes the strategies that will be used to meet these objectives, and contains specific information on investment goals, asset allocation, risk tolerance and any liquidity requirements one may have.

The investment professionals at Intracoastal Family Office LLC create individually, customized portfolios managed with disciplined approaches to grow and protect your assets. Given the high volatility in the financial markets in recent years, finding ways to minimize risk in portfolios is very important. Portfolios are constructed to benefit from upside potential in the markets while managing downside risk.

It is important to properly address potential sources of income and develop plans that will help support future income needs and to avoid outliving ones’ money.