With intelligence and integrity we protect and grow the financial assets of individuals, families,
and institutional investors worldwide, giving them the freedom to live richer, more fulfilling lives.
To support our mission to give back to the community, Coastwise is proud to have founded the following:


The Coastwise Mile is an annual running event and community festival for the whole family to benefit the Scripps Park Project and the San Diego Humane Society and SPCA. Held in October, the race’s scenic course travels along Prospect Street through the historic La Jolla Village to Coast Blvd. before a spectacular ocean view finish at Ellen Browning Scripps Park. With divisions for all ages and athletic abilities, the event includes a 1 mile race, 5k, 3 person Corporate Relay, Mutt Mile, Baby Jogger, and Toddler Trots.

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The Coastwise Prize for Investing Excellence is an annual scholarship program geared toward qualifying high school students. The Coastwise Prize aims to promote and inspire financial education among students to help them become more competent, aware, and wise when managing personal finances and investments. 

 

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Some worthy organizations we support include:

KPBSSan Diego Humane Society & SPCA
Scripps Park ProjectSundt Memorial Foundation
Lions, Tigers, & BearsThe Children's School
Peekays Pals