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GOLD COAST CAPITAL MANAGEMENT, LLC

About

Dragan Mark Filipovic, CFA

  • 20 Years of Investment Experience
  • CFA Charterholder
  • 100% Client Retention Since Founding*
  • Independent Fiduciary
  • Assets Custodied at Charles Schwab

I founded Gold Coast Capital Management because I believed investors deserved a better experience.

Schedule a Complimentary Portfolio Review
Dragan Mark Filipovic, CFA, Founder and Chief Investment Officer

My Story

After two decades in investment banking, finance, and wealth management, I learned that successful investing is rarely about finding the next hot stock or predicting the next market move.

More often, success comes from doing the fundamentals exceptionally well: maintaining discipline, managing risk, controlling costs, staying invested through changing market conditions, and having an advisor who puts your interests first.

Over the years, I met many investors who were paying substantial fees yet had little understanding of what they owned, why they owned it, or how those costs could affect their long-term financial future.

I believed there was a better way.

So in 2022, I founded Gold Coast Capital Management.

My goal was simple: to provide individual investors with institutional-quality portfolio management, transparent pricing, and direct access to an experienced advisor who is accountable for every investment decision.

  • No proprietary products.
  • No sales quotas.
  • No hidden agendas.

Just thoughtful investment management built around your goals.

What We Believe

Every client relationship is built on three core principles.

  • Fiduciary Advice

    As a fiduciary, I am legally and ethically obligated to act in my clients' best interests at all times. Every recommendation is made with one objective in mind: helping clients achieve their long-term financial goals.

  • Low, Transparent Fees

    Fees matter. What you don't pay in fees remains invested and continues compounding on your behalf. Clients deserve to know exactly what they are paying and exactly what they are receiving in return.

  • Long-Term Discipline

    Successful investing is built on patience, diversification, risk management, and consistency — not market predictions, headlines, or speculation.

Why the CFA® Charter Matters

The Chartered Financial Analyst (CFA®) designation is widely regarded as the gold standard in investment management.

  • Years of rigorous study and examinations covering portfolio management, investment analysis, economics, accounting, and ethics
  • Advanced expertise in portfolio construction, risk management, and long-term investing
  • Strict ethical and professional standards focused on putting clients' interests first
  • Earned by only a small percentage of investment professionals

The CFA charter reflects a commitment to investment excellence, fiduciary responsibility, and professional integrity.

20+ Years

of Investment Experience

Investment Banking, Finance & Wealth Management Experience

Focused on helping individuals and families achieve their financial goals with clarity, discipline, and confidence.

Working Directly With Your Advisor

When you become a client of Gold Coast Capital Management, you work directly with me.

  • Not a junior advisor.
  • Not a call center.
  • Not a rotating service team.

I know your goals. I understand your circumstances. And I am personally responsible for managing your portfolio.

Security, Transparency, and Control

Your assets remain in your name at Charles Schwab, one of the largest and most respected custodians in the world.

Gold Coast manages your portfolio, but we do not hold your assets.

You can view your balances, holdings, and transactions whenever you choose.

Why Clients Stay

Since founding the firm, I have maintained 100% client retention.*

Not because clients are locked into contracts. Not because they own proprietary products. Not because leaving is difficult.

They stay because they value the relationship, the transparency, the discipline, and the confidence it provides.

Let's Have a Conversation

Whether you're preparing for retirement, evaluating your current advisory relationship, or simply looking for a second opinion, I welcome the opportunity to speak with you.

  • No pressure.
  • No obligation.
  • Just honest advice.

Ready for a Second Opinion?

If you'd like to learn more about how I work or whether Gold Coast Capital Management is the right fit, let's have a conversation.

Schedule a Complimentary Portfolio Review