Why Middle Coast Investing

What you do with your money can be one of the more consequential decisions you take. The right decisions will turn all your hard work into something even bigger, and allow you to benefit even further.

Nothing is more important to us than making sure you make the decisions that are best for your financial future. To help you make those decisions is both our mission and an honor, and your trust is something we are working to earn every day.

But why trust Middle Coast Investing with your money and these vital decisions?

The most immediate benefit you gain from working with us is your time. Instead of managing your own index funds or spending the dozens of hours needed to invest independently, you can speak with us a couple times a year, and then set the market aside. That time will be better spent with the ones you love, or pursuing your passions, or in the professional areas where you have expertise.

We are bringing our unique experience to save you that time and take care of your money. Daniel has been investing in the stock market over a decade, a time that has seen everything from global crisis to prolonged bull market. He has also spent a decade working in investing media, watching how thousands and tens of thousands of investment ideas have played out. It’s always important to learn from one’s mistakes, and better to learn from other’s mistakes, and we’ve had ample chance to do both, while also getting a few things right here and there.

That experience has helped us develop patience. The modern stock market, with millions of computers and algorithmic trading programs and AI signal generators, moves faster than ever. The way to survive and thrive is to not try to beat that speed, but to go deeper. To analyze companies and understand when the short-term behavior of stocks is an opportunity, rather than a problem. We’ve built up the discipline to wait through difficult times and to swing when we get a real opportunity.

“What will the stock market do today? It will fluctuate.”

J.P. Morgan

Part of our discipline comes in knowing what to worry about in an ever-moving stock market, and knowing how to stay focused on what matters. We’ll save you the stress of following each twist. We don’t panic. We study and think, and make sure we make the best possible decisions. We’ll keep a close eye on things so you don’t have to spend anxious energy following the market’s day-to-day fluctuations.

We do that because we eat our own cooking. We actively invest for ourselves the same way we will invest for clients. We are 100% aligned with you to make sure we are providing the best service possible based on our experience. We succeed when you succeed, and you succeed when we succeed.

The last reason to consider is the relatively low cost of our services. We say last because we know it’s most important that you feel you can protect and grow your money over time. But cost does matter – high costs will eat away at your returns, and will come out of your account whether or not the stock market (or your portfolio) is rising or falling. That’s why it’s important to us to offer transparent, manageable fees. The passive investing strategy cost is competitive with robo-advisers like Betterment, and the active investing strategy gives you professional investing at a retail price.

Ultimately, we want to earn your trust. That’s easier said than done, and trust is a thing earned through actions over years and decades. But just know that everything we do is aimed with that in mind.