An introduction with two members of the LIFETRAC Investment Group.
We currently manage the wealth of individuals, families, and businesses. Our clients that we serve are typically self-made and have built their wealth through their high-paid professions, entrepreneurial businesses, real estate, and/or other liquidity events. The businesses we serve typically look to our team to manage their business assets seeking high risk-adjusted returns. Most of our clients are concentrated in the greater Los Angeles, Las Vegas, and Austin areas.
Our team is a key part of the process and ultimately help in the design and implementation of your financial strategy that will help you achieve your goals. This is why we created the LIFETRAC strategy.
Additionally, we recognize that in order for a financial plan to be complete and sustainable, it must also address issues that surround our clients’ wealth. With that in mind we typically work with one or more of these financial professionals:
We have also embraced the principles of socially responsible investing. This would include impact investing and utilizing ESG (environmental/social/governance) criteria to align with our clients’ values, as well as our own. Not only do we do this in the interest of nurturing positive change in our communities and beyond, but research has shown that this can also translate into better investment performance over time.
At the LIFETRAC Investment Group, we are proud to have advisors serving clients out of the Austin and Los Angeles communities. We invite you to contact us to set up a meeting in one of our convenient locations.
Billy Brandenberger 300 W 6th Street, Suite 2200 Austin, TX 78701
Kevin Caputo 1901 Avenue of the Stars, Suite 1400 Century City, CA 90067
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
See the impact of your money decisions before you make them, with RBC WealthPlan.
A starter conversation on the concepts of ESG, impact, and responsible investing.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
