Laguna Coast Capital is a long-term investment partner for high net worth individuals, families and wealth planning vehicles. We manage globally diversified custom portfolios with the goal of outperforming during range bound and falling markets - times when traditional assets might be stagnant or losing money.
Our focus is protecting wealth by providing a less correlated return profile positioned to capture asymmetric low probability/high potential pay-off events. We also apply customized tax efficient strategies to your concentrated equity positions to monetize long-term holdings without triggering taxes.
We like the days when markets are down and implied volatility is high which is the opposite of most investment strategies.
We are based in sunny Newport Beach, California but can work with most types of global investors.
When Drew and his family relocated from Hong Kong back to California Drew created Laguna Coast Capital to manage his own money in partnership with select long-term investors.
Previously, Drew built and was the corporate Director and regulatory Responsible Officer running the Asia business for a major derivative focused asset management company. During this time Drew created the first ETF that allowed global investors to short the China on-shore stock market. Drew has over 20 years experience with equity derivative products including managing part of the Asia equity derivatives desk at a global Swiss investment bank.
Drew holds an MBA from Harvard Business School and a BS Engineering with Honors from Stanford University. He is a CFA Charterholder.
Originally from Columbus, Ohio, Drew is married with four crazy children whom he chauffeurs around the OC in a silver minivan full of Cheerios.