Welcome to our website.

Christie | Coghlan is an independent investment advisory firm offering customized investment planning and investment solutions for individuals, retirement plans, family trusts, and institutions.

In a world where experience matters, managing partners Mike Christie and Greg Coghlan have been serving clients since 1989. They have navigated through 23 years of market highs and lows. This affords them experience towards planning, investing, and managing the financial risk in your life.  

Everyone's economic life situation is unique. That is why we provide investment planning and  advice that is designed with your unique situation in mind.  In a world that is becoming more and more automated in order to reduce costs, we continue to pursue excellence in providing personal service. We are dedicated to learning about your personal goals and matching the right solutions to your needs.   

We understand that people are in different stages of life: You might be purchasing a first home, saving for your child's college education or planning for a secure retirement. There are no cookie cutter solutions. A financial strategy must reflect your personal and business situation, and work to incorporate the investment solutions that best fit your goals. Once a custom-tailored strategy is in place, we will continue to review the achievements against your stated objectives, and determine if any adjustments or changes are needed to keep moving forward.

Successful investing is a result of having a sound strategy that allows for capital appreciation in positive market trends, and seeks to preserve wealth during unfavorable periods. We use a combination of both technical and fundamental research to effectively manage risk. Warren Buffet has famously remarked that his two rules on investing are: #1. Dont lose money, and, #2. Never forget Rule #1. We agree with Mr. Buffet's statement and live by it's virtue.

Thank you for visiting our website, and we hope that we may have the opportunity to serve you in the future.