Coastline Trust Co.
Coastline Trust Company is a boutique trust and investment company headquartered in Providence, Rhode Island. Founded in the early 2000s (exact year not found), Coastline is the largest independent trust company in the state, managing nearly $2 billion in assets for clients across the United States and Europe. The firm provides comprehensive wealth management, investment advisory, trust & estates, financial planning, retirement planning, custodial, and bill paying services. Their team comprises experienced investment and trust officers, as well as administrative support staff, serving both high-net-worth individuals and families seeking tailored wealth solutions.
Investment Strategy
Coastline Trust Company emphasizes a long-term, client-focused investment approach, crafting custom asset allocations to maximize growth and income while carefully managing risk. Their strategy is rooted in identifying investment value, controlling emotional responses to market fluctuations, and integrating financial planning with estate, retirement, tax, and insurance strategies to deliver holistic financial outcomes. Coastline's service model highlights broad capabilities, integrated solutions, and a commitment to creative, comprehensive strategies meeting client needs.
Top Holdings
Equity Positions (391)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.92% | $83.1M | 445,599 | $14.12 | $186.58 | +$9.2M |
M MSFT | MICROSOFT CORP | 5.32% | $49.6M | 95,726 | $167.99 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 4.85% | $45.2M | 177,368 | $105.36 | $254.63 | +$8.5M |
G GOOGL | ALPHABET INC | 4.07% | $37.9M | 155,986 | $86.51 | $243.10 | +$10.4M |
I IVV | ISHARES TR | 4.00% | $37.3M | 55,709 | $459.29 | $669.30 | +$1.9M |