Investing for Your Future

Strategy First®

Investing for your future

When choosing to work with a financial planning or wealth management firm, we believe it’s important for you to consider a firm’s capability to meet your needs. Here at Lucia Capital Group, we have a wide range of capabilities designed to help you achieve your goals. We use securities ranging from traditional equities and fixed income to mutual funds and ETFs. We also offer alternative investments such as private equity, private credit, hedge funds, and real estate so that investors may further diversify their portfolios using asset classes that are non-correlated to the broad stock and bond markets.

Developing a deeper relationship

Investment management

Our financial advisors will work with you to craft a personalized plan using a variety of professionally managed strategies, including ETF portfolios and mutual fund portfolios as well as individual stock portfolios. With our private client services, we can further customize your portfolio around legacy stock positions, filter out categories you don’t want to own stock in for socially responsible investing, and more.

At Lucia Capital Group, we’re committed to adding value and providing targeted options for personalization in order to better help you reach your goals.

Securities

Alternative investments: much more than just a collection of stocks and bonds

The securities you know—like stocks, bonds, and mutual funds—may be the bedrock of your current investment mix. But when you talk to a Lucia Capital Group advisor, they’ll open your eyes to a whole range of securities that may potentially fit your goals or fill a need in your current portfolio. By working with a Lucia Capital Group advisor, you’ll have access to unique investing opportunities covering a wide range of strategies, including real estate, private equity, hedge funds, and other non-traditional investments.

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Watch recent videos on investing

Investing and Personal Finance

What Does It Take to Be Wealthy?

July 11, 2018

If you were to ask people what their personal definition of “wealth” is, you’d probably get a different answer from just about everyone. You might think that “having lots of money” would be the standard definition, but according to a survey for the Modern Wealth Index from Charles Schwab, only 11% gave that answer.

Bucket Strategy Investing

What is Market Volatility?

February 1, 2018

Simply put, stock market volatility is the movement in price, or the upward and downward movement of price.

Bucket Strategy Investing

How Money Managers Manage the Volatility in a Portfolio

December 5, 2017

You don’t have one allocation. You have different allocations for different time sets. When you have money that you need to withdraw in the next 5 or 10 years that may be one allocation.

Bucket Strategy Investing

Allocation Changes Over Time

December 5, 2017

As you get get closer to retirement, you’ll want your portfolio to be less volatile and diversified to protect against the big downswings that may happen.

Investing for Your Future

Strategy First®