Mark Karstrom

Background

About Mark Karstrom

Starting my career 37 years ago as a personal trust portfolio manager, I have developed my investment expertise managing multi-asset portfolios, 401-K plans and insurance portfolios. After obtaining my MBA from the University of Chicago in '06, l have recently established my wealth management business with Coastal Investment Advisors, and now focused on offering customized Wealth Management plans for individuals and business owners through a consultative partnership. My experience and education gives my clients the confidence they are receiving the highest quality financial and investment advice which will help them achieve their financial goals.Business or individual it is my fiduciary relationship and trust with my clients that delivers the customized service which sets me and Coastal Investment Advisers apart from other wealth managers. Access to the best research and investment managers brings the top investment minds to work on your portfolio and help you to achieve your financial goals.Specialties: Family Office, Retirement Plans, Alternative Investments, 1031 Exchanges, Portfolio Management, Fixed Income, Private Placements.