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 pursue your goals.