Investment management for individuals and families is the lifeblood of Catalina Capital Group. Our Private Client Group manages investments and structures financial accounts for a diversified group of clients. We work with professional athletes, millennials, business professionals, retirees and everyone in between. Each client comes with a unique background and a unique set of needs, and our team takes the time to learn about our clients and present them with solutions on how to improve their financial wellbeing.
Some of our most common services include:
Portfolio building and ongoing investment management
Tax loss harvesting
Rebalancing and diversification
Retirement account advice
Financial and retirement planning
Debt analysis and restructuring
We typically build portfolios with a combination of individual stocks and bonds, preferred securities, exchange traded funds (ETF's) and mutual funds.
Pursuing a Better Investment Experience
Our wealth management strategy is deeply rooted by a series of core beliefs and ideas. Although each client comes with a unique set of needs, our core beliefs build the foundation for portfolio design and implementation. Below is a summary of these core beliefs, which we feel we've appropriately named: Pursuing a Better Investment Experience.
There are no warranties implied. Catalina Capital Group (“RIA Firm”) is a registered investment adviser located in Torrance, CA. Catalina Capital Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Catalina Capital Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Catalina Capital Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Catalina Capital Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Catalina Capital Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Catalina Capital Group, please contact the state securities regulators for those states in which Catalina Capital Group maintains a registration filing. A copy of Catalina Capital Group’s current written disclosure statement discussing Catalina Capital Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Catalina Capital Group upon written request. Catalina Capital Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Catalina Capital Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.