Roman Stehling's Contact Details

Roman Stehling's Company Details

Coastlight Capital

Palo Alto, California, United States • 1 Employees
Information Technology & Services

COASTLIGHT'S MISSION IS TO HELP HUMANITY THRIVE BY ENABLING ALL INVESTORS TO ACHIEVE THEIR GOALS AND ASPIRATIONS EFFORTLESSLY.Coastlight Capital was started after Roman Stehling and his colleagues worked on a better investment framework for private wealth clients at Merrill Lynch, which changed how investors allocate their funds. They realized that technology could help every investor achieve their goals. Coastlight Capital has assembled a great team across multiple disciplines such as Financial Markets, Macroeconomics, Monetary Policy, Data Analytics, Artificial Intelligence/Machine Learning/Deep Learning, Mathematics, Computer Science.Providing our private wealth clients with an integrated approach of private wealth services, a quantitative investment framework based on decades of academic research in finance and highly personalized advice.OUR APPROACH FOR PRIVATE WEALTH CLIENTS INTEGRATES THEIRasset classes, strategy styles and exposure to risk factorsinvestment analysis including core and satellite strategies optimized for the trade-off between active portfolio management and pre-tax compounded growthasset location optimization strategies for wealth structuring and wealth transfer purposes (such as gifting and charitable strategies)tax loss harvesting strategiesincome and transfer tax liabilitiesspending and liquidity needsCOASTLIGHT CAPITAL TO START ARTIFICIAL INTELLIGENCE LAB Providing Private Wealth Clients with a Quantitative Investment Framework based on Artificial Intelligence/Machine Learning, Big Data and Decades of Academic Research in Finance.Replacing Wall Street by taking out human errors, opinions based on biases and guesses and giving Private Wealth Clients access to a scientific framework by allocating their funds not just to asset classes, but as well to strategy styles and risk factors.