About Coastal Securities
Uniform Quality in Five Areas of Expertise
Coastal Securities, Inc. is a Texas-based investment banking and brokerage firm
with a distinct view of America's capital markets. As investment professionals,
we maintain a high standard of expertise in strategically selected specialties.
Five Strategic Specialties
- The sale and trading of U.S. Small Business Administration (SBA), U.S.
Department of Agriculture (USDA) and other government-guaranteed loan products
- The sale and trading of municipal securities
- Underwriting and financial advisory services for municipal issuers
- The sale and trading of taxable fixed income securities
- Consulting clients in the strategic management of assets through asset
allocation, portfolio strategies, investment consulting and asset/liability
An established national leader in assembling and marketing SBA-guaranteed loan
pools, we offer special breadth and depth of experience in SBA loan and pool
products along with USDA and other government-guaranteed loans.
We impart comprehensive expertise in the sale and trading of tax exempt
securities, provide advisory services to securities issuers and maintain
syndication relationships that enable us to market effectively to institutional
and retail investors nationwide.
Our staff possesses familiarity with a wide array of taxable fixed income
securities and particular skill in the sale and trading of securities, such as
collateralized mortgage obligations (CMOs), adjustable-rate mortgages (ARMs),
treasuries, agencies and more.
We also offer a high level of competence in investment consulting, portfolio
strategies, asset/liability management, market and securities research,
accounting and pricing, and portfolio and trading systems development. The
considerable abilities of our staff are expanded and facilitated by the
proprietary technology of COASTALVIEW®. To serve you effectively, we maintain a
dynamic inventory of taxable and tax-exempt securities in the primary and
Market Leadership in Government-Guaranteed Loans and Pools
Innovation is a hallmark of Coastal endeavors. In the area of government-guaranteed loans, this commitment to innovation has produced capabilities unparalleled among regional firms.
Investment professionals at Coastal were among the first to devote a concentrated effort to marketing adjustable-rate guaranteed loan products, such as SBAs. Their vision, technical proficiency and marketing capacity led Coastal personnel to play a central role in developing the active secondary marketplace for these securities.
Today our staff clears more than $1 billion of government-guaranteed loans annually. We make markets in SBA loans, pools and I/O Strips, and constantly maintain one of the industry's largest and most diverse product inventories. We offer extensive analytical services and maintain one of the few proprietary CPR models for SBAs. Among assemblers authorized by the U.S. Small Business Administration, we consistently rank as one of the nation's top producers of SBA pools.
Similarly, we rank high nationally in the marketing of U.S. Department of Agriculture (USDA), Agency for International Development (AID) and National Oceanic and Atmospheric Administration (NOAA) loans.
Before a sale, through the settlement of each trade and thereafter, our goal is to blend product knowledge and extensive inventory with expert execution and clearing to provide you continuing opportunities for portfolio diversification with attractive yields.
Expertise In Taxable And Tax-Exempt Fixed Income Securities
Our expertise at Coastal spans the entire spectrum of taxable and tax-exempt fixed income securities and their markets.
We act as a dealer in government, agency, corporate, mortgage-backed and municipal bonds, and maintain substantial inventories of these instruments in the new-issue and secondary markets. Because of our analytical and structuring abilities, diverse inventories and trading capabilities, we have a competitive edge that enables our representatives to deliver timely counsel and efficient execution.
Our traders are nationally recognized for their knowledge and experience in the intricate and varied aspects of mortgage securities, such as CMOs, ARMs, balloons and other esoteric instruments. Additionally, we have the capability to structure cash flows within CMO tranches to meet our clients' needs.
Cutting-Edge Capabilities For Portfolio Management
As a Coastal client, you will benefit from access to the latest technology for portfolio and risk management. CoastalView, our proprietary system for investment management and portfolio-based trading, gives you the advantage of advanced portfolio analytics, accurate securities pricing, and a comprehensive and integrated securities database.
CoastalView enables you to study and interact with the multifaceted fixed income marketplace with speed and confidence. Our systems make it possible to evaluate alternative positions, predict the effects of market changes, conduct hypothetical portfolio restructurings, balance risk and return for optimal asset allocation, and comply with current accounting and regulatory standards.
When combined with the assistance and expertise of our representatives, CoastalView becomes a powerful tool for asset/liability management, portfolio accounting, asset allocation and performance measurement. Coastal personnel have many years of experience consulting with institutions of all sizes and types, including banks, saving institutions, insurance companies, municipalities, investment advisors, mutual funds, cooperatives and hospitals.
Our combination of access to cutting-edge information systems and highly experienced professionals gives Coastal clients the competitive advantage necessary to succeed in today's complicated capital markets.
Serving Municipalities Throughout the Southwest
Public entities have found that we at Coastal provide investment banking and financial advisory services that are both judicious and technically sound. We have shown particular value in analyzing transactions and facilitating the decision-making processes associated with participation in the capital markets.
Our representatives are experienced in the structuring of complex financings for rated, unrated and credit-enhanced financings and the distributing of debt obligations associated with these financings. National distribution strength positions us to market securities successfully to institutional as well as retail investors, in virtually all markets and under any market conditions.
So that we can serve you best, we maintain centralized operations and concentrate foremost on our regional marketplace. Coastal traders, sales people, investment bankers and support personnel can thus work closely to provide seamless execution and counsel. Whether you are a small or mid-sized client or one of the nation's largest institutional investors, we can assure you of timely reactions to market changes, efficient access to the capital markets, and the measure of personal attentiveness you and your investments deserve.
Our Invitation To You
We encourage you to sample the distinctive style and quality of service that Coastal Securities provides. We believe you will find that our professionals will distinguish themselves quickly and consistently in serving you and your interests.
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