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

Tax Management at Retirement

December 12, 2018

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Pay Off the Mortgage or Invest the Money?

December 6, 2018

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

4 Year-End Planning Tips

November 29, 2018

You may have noticed that 2018 is quickly coming to an end. When it comes to retirement and tax planning, right now can be a really good time to take care of some things that need to be done before the year is out. Unfortunately, this is also a time where people tend to make some not-so-good decisions about RMDs, Roth conversions, asset appreciation – things like that.

Investing and Personal Finance

3 Tips for Buying or Selling a Home

November 14, 2018

If you’re thinking about buying or selling your home, you probably have some questions. The process can be long and stressful, and many of the rules have changed over the past couple of decades. So whether you’re a buyer or a seller (or both), here are 3 tips to help you play it smart.

Investing for Your Future

Strategy First®