At Garcia Wealth Management Group, we believe our personalized approach is deeply appreciated, and is a part of what creates an atmosphere of trust between our firm and our clients. Our philosophy travels far beyond an investment portfolio, encompassing our clients’ entire financial lives. We truly believe that long-term client relationships, built on trust, are the natural results of sound, unbiased investment advice, personalized service and a steadfast commitment to our clients.
Investment Philosophy: Our Comprehensive Approach
Our Investment Philosophy centers on the principle of diversification, long-term investment horizons, and individualized risk tolerance levels. Our approach to investment management involves well diversified and risk appropropriate portfolios for our clients. We strongly believe that when your investment allocation does not coincide with your risk tolerance level, you will be quick to abandon your strategy.
We believe that the market is efficient and reflects all available information. Consequently we do not think we, or anyone, can accurately time the market, which is why we do not focus on timing the market or predicting fluctuation. Diversification, risk appropriate asset allocation, and asset location are at the forefront of the portfolios we develop for our clients.