4401 El Camino Real
You work. You retire. Preservation Capital Group bridges the gap between work and retirement by providing time tested investment solutions for today and tomorrow. Whether you depend on a monthly income or want to grow your nest egg, we strive to make your definition of retirement a reality.
At Preservation Capital Group we design customized wealth management plans for our clients based on their individual financial situations, goals and aspirations. To do this, we create a tailored plan that balances your return, principal and liquidity goals. We also use a wide range of investment strategies and alternative assets in portfolio building—this is done in an effort to reduce the impact of up and down movements of traditional bond and stock markets on client portfolios.
Our wealth building philosophy is designed to capitalize on the opportunities presented by today’s uncertain times. We believe that even a strong investment philosophy may falter if it is inflexible and incapable of adapting to new realities. That is why our approach is neither bound by outdated principals nor guided blindly by every new trend. Instead, we take advantage of a thoughtful, disciplined and flexible approach that is designed to blend both traditional and non-traditional asset categories to continuously adapt to the shifting financial landscape.
A strong foundation is essential to the long term-success of any investment portfolio. Our asset allocation models are calibrated to reduce volatility and minimize risk, for more stable portfolios that may be resistant to the erratic swings of equity markets. Maintaining assets during times of poor market performance can help to create a solid platform for growth when market conditions improve.