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.

Ready to learn more?

Watch recent videos on investing

Investing and Personal Finance

The Risks, Rewards, and Who Should Own Preferred Stocks

September 26, 2019

Preferred stocks are really designed to provide a steady income through dividend payments, and their yields tend to be higher than traditional fixed income investments. For some people, this really adds to their appeal. Most of them are traded on a stock exchange, so you may also see greater transparency with the price. However, there are some risks and potential rewards of owning preferred securities, along with the big question: how do you know if they’re suitable for YOU?

Investing and Personal Finance

The Basics of Investing In Preferred Stocks

September 18, 2019

There are people out there who may be saving too much for retirement—and you might be one of them! Don’t get us wrong, building your savings is a good thing. In fact, we’re in the business of helping people do just that. You certainly don’t want to under-save, but over-saving can also be a problem.