Scott Kyle
Money Manager, Author, Philanthropist, Wellness Coach
Scott serves as CEO/Chief Investment Officer at Coastwise where he is responsible for strategic investment decisions, portfolio management, and client relations. He chairs the Coastwise Investment Committee.
Investing in public and private companies for over 30 years, Scott offers a solid combination of Wall Street analysis, public market, private equity, and hedge fund experience, invaluable when it comes to sophisticated and effective money management. During that time, he has executed billions of dollars in securities trades/investments. Scott has been using options strategies to hedge equity positions and generate income since the early 1990s, while developing proprietary trading models and techniques. He is an 11-time winner of the Five Star Wealth Manager award.
Scott co-founded The Active Network, Inc. which was one of the original unicorns when it went public at a market capitalization in excess of $1 billion. Scott served as CFO and on the Board of Directors for Active from its founding in 1998 until 2002.
Scott started his finance career on Wall Street as a Financial Analyst at Chemical Bank (now JPMorgan/Chase) where he conducted analysis and due diligence on Fortune 1000 Companies.
Scott is the author of The Compound Code: An Expert Guide to Trading Stocks & Options. Additionally, he is the creator of the Power 100®, an annual stock index. His first novel, Forever Young (www.fynovel.com) came out in 2014, and his second novel, Via LaVie and the Friendship Code (www.vialaviebooks.com) was released in February, 2022 along with its exciting sequel, Via LaVie and the Secret Key, released in 2024. Scott also authored The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding which was nominated for a San Diego Book award (www.thepowercurve.com). Scott founded the Coastwise Spelling Prize (www.coastwisespellingprize.com) an annual spelling bee held in La Jolla, CA for grade schoolers.
Scott holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd degree black belt in Shaolin Kempo. Scott lives with his family in La Jolla, California and has served as a Board Director on over fifteen companies and non-profit organizations.
Headquartered in La Jolla, California, and founded by CEO/Chief Investment Officer Scott Kyle, Coastwise Capital Group is a high-end money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of its clients. Coastwise manages many account types including:
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Individual accounts
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Retirement accounts
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Trust accounts
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Organizational accounts
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529 plans
Within each portfolio, Coastwise utilizes a combination of:
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Stocks
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Options
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ETFs
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Mutual Funds
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Bonds
and other securities to meet each client's unique financial goals.
With the goal of educating existing and prospective clients and giving back to the community, Coastwise has founded The Coastwise Mile®, the Coastwise
Prize®, and the Power 100® stock index. Coastwise has also been the recipient of the various awards including:
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2010-2022 FIVE STAR: Best in Client Satisfaction SM - Wealth Manager
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2009, 2010, 2011, & 2012 Best Financial Advisor – Best of La Jolla Poll conducted by the La Jolla Light
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2010 2011, & 2012 Best Financial Advisor - Readers Choice Awards conducted by the La Jolla Village News
Learn more about Coastwise Capital Group, LLC at www.coastwisegroup.com
Email: info@coastwisegroup.com
Phone: 858.454.6670
The Power 100 index measures and tracks the performance of a well
Group, LLC, is an annual list of companies that meet strict financial criteria.
The Coastwise Power 100® stock index, calculated by CoastwisediversifiedCapitalgroup of companies selected based on various financial measures and criteria.
To learn more, CLICK HERE.
Literature
The Compound Code: An Expert Guide to Trading Stocks & Options
The Compound Code reveals insider secrets, effective tools, and strategies you need to manage your investments in good times and bad. In this straightforward and accessible guide, authors Scott Kyle and Patrick Fischer examine the art and science of smart investing, showing you how to profit from the power of compounding using stocks, dividends, and options in your investment portfolio.
The Compound Code is a must read for any investor seeking to avoid mistakes and implement systems on the road to superior investment returns.
The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding
“The Power Curve offers an independent, objective, and unbiased approach to managing money the right way. The book is a complete roadmap to beating the market that should be required reading for every professional and amateur.”
- Michael Steelman, Director, Bank of America
In the immortal words of Albert Einstein, "compounding is the most powerful force in the universe." In his book, The Power Curve, professional money manager Scott Kyle explains in entertaining and understandable terms how to tap into this ultimate strength to improve one’s stock market returns. From the fundamental to the technical to the psychological, Kyle covers everything the beginning investor needs to know to avoid common investment pitfalls and provides advanced trading techniques that will help improve performance of even the most experienced investors.
Click here to purchase.
Forever Young
“Forever Young is Indiana Jones meets National Treasure meets The Da Vinci Code - with a sexy, original twist. Four stars worth of action, romance, adventure and suspense.”
- Jon Larson, Hollywood Producer
Forever Young is a fresh, fast paced romance adventure that reads like a Hollywood movie. Part Da Vinci Code, part National Treasure and part Indiana Jones, Forever Young follows the life of Frank Young. A seemingly average guy, Frank falls in love at first sight with a gorgeous and mysterious woman, Jackie, as their plane survives a crash landing on the way to Frank’s ten year college reunion. Separated during the chaos of the emergency landing, Frank fears he will never see Jackie again. At his reunion the following night, Frank discovers he may have a power that could change his life – and the women he encounters – forever. Soon beautiful A-listers who want to tap into his newfound power throw themselves at Frank who instead desperately wants to reconnect with Jackie. Meanwhile, Frank’s start up business is struggling, so when billionaire Ari Kousakas approaches Frank with a proposition that includes funding Frank’s fledgling travel company in exchange for tapping into Frank’s power, he becomes intrigued. As with many of the characters in Forever Young, there is more to Ari than meets the eye. Frank soon finds that the people he loves most are in grave danger when he refuses Ari’s demands. As the power Frank thought of as a gift quickly becomes a curse, Frank decides to return to the place where he thinks it all began. Frank makes a harrowing journey that takes him half way around the world and puts his very own life at risk – all for love. Along the way he must make all but impossible choices that test his character as well his abilities for survival. Forever Young delves deep into issues of love, morality, greed, and the universal quest for eternal youth.
Click here to purchase.
Via LaVie and the Friendship Code
"This book is awesome! I couldn't put it down. There were so many twists and turns. Via is my new hero!"
- M.H., Student Reader
Via LaVie thinks she’s just an average fifth-grader. She has a mom and dad, an irritating older brother and a cat. She has friends (Molly Appleton is her bestie) and an enemy (bossy mean girl, Tailor Madison). And, she has plenty of worries about going to middle school in the near future.
But Via also has a secret that makes her far from average: she’s an undercover genius who remembers just about everything she sees.
It’s an ability that was encouraged by Via’s beloved grandmother while Via faced one of the biggest challenges in her life. And while her eidetic memory comes in handy for acing schoolwork, finishing science projects and learning how to say “dork” in foreign languages, Via finds it less than helpful for managing Gran’s mysterious disappearance... or for balancing old friendships with new ones when a special new friend moves onto Via’s street.
And then everything in Via’s world gets scrambled when a special opportunity puts Via on a collision course with her family, her friends and her enemy. She’ll need her fantastic memory, all her heart and a little mischief—and face a decision that tests her understanding of what matters most - as she cracks the case of the Friendship Code.
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.
PHILANTHROPY
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.
Supported Organizations: KPBS, San Diego Humane Society & SPCA, Scripps Park Project, Sundt Memorial Foundation, The Children's School, Peekays Pals and Lions, Tigers, & Bears.
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Cross The Cross is a quarterly 10k running event for the benefit of Rady Children's Hospital & Veterans Village of San Diego. The route weaves through scenic La Jolla, crosses Mt. Soledad Veterans memorial and ends at Windansea beach.
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The Coastwise Spelling Prize is a local spelling bee where elementary school students can showcase their spelling ability and win prizes! This annual community building event cultivates education and healthy competition among grade school students.
Scott's goal is to help busy professionals make smart decisions in the moment, leading to greater health & fitness than they had in their youth. This is achieved by making small, sustainable improvements in the areas of the mind, nutrition, weight training, cardio, and spiritual; the 5 Pillars of Health. The result is a lifestyle full of profound energy, health, and ultimately happiness.
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