Advisors at this firm
Jonathan L
Series 65
Ludington, MI
Middle Coast Investing LLC
Jonathan Liss is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has been contributing content at Seeking Alpha since 2015. Middle Coast Investing LLC provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $12.1 million in assets. The firm employs both passive index-based ETF strategies and actively managed stock portfolios, with an emphasis on performance results and the inclusion of inverse and leveraged funds among its recommended investments.
Daniel S
Series 65
Ludington, MI
Middle Coast Investing LLC
Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.