Wealth Management for Individuals and Families
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:
We typically build portfolios with a combination of individual stocks and bonds, preferred securities, exchange traded funds (ETF's) and mutual funds.
Some of our most common services include:
- Financial structuring
- Portfolio building and ongoing investment management
- Risk management
- Tax loss harvesting
- Tax management
- Rebalancing and diversification
- Retirement account advice
- Financial and retirement planning
- Estate 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.