Coastline Trust Company Employee Directory
Investment ManagementRhode Island, United States11-50 Employees
Coastline Trust Company is a boutique trust and investment firm based in Providence, Rhode Island, serving clients across the United States and in Europe. The firm focuses on fixed income and equity investments within a broader wealth-management approach, coordinating portfolios and advisory services through a small, professional team. Its offerings include investment counseling, retirement planning, trust and estate services, college funding planning, comprehensive financial planning, and custodial and bill-paying support. Operating in the investment management industry, Coastline aims to provide straightforward, convenient support to help clients achieve their financial objectives. The company emphasizes a client-centric, service-oriented approach supported by its location in Providence and its nationwide and European client base.