Who We Are

About Middle Coast Investing

investment services designed for you

We help you achieve your future

Our goal is to help you achieve your goals, through patient, thoughtful investing in the stock market. With an investment process based on classic principles and a modern understanding of the markets, we offer you either passive or active strategies to protect and grow your money.

What We Offer

Pick the strategy that suits you

Passive Investing

Handholding Indexing

We will manage basic indexing strategy so you can have access to stock market growth at minimal cost (including low fees from us) and without individual stock selection risk.

Active Investing

Differentiated, Diversified Stock Investing

We will fully manage your investment portfolio to meet your investing goals, with an eye towards growing your capital over a medium to long-term time horizon (3-5 years or more).


Meet Our Team

About our Founder and Investment Manager

Daniel Shvartsman founded Middle Coast Investing in 2023 after managing his own and family members’ money in the stock market for over a decade. He has also worked in financial media for over a decade, at companies such as Seeking Alpha and Investing.com. In those roles, he has reviewed tens of thousands of investment ideas, and seen which strategies do and don’t work over time. He applies those lessons to Middle Coast Investing. He is a registered investment adviser in the state of Michigan.