Luciano Agozzino, CFA, works closely with:
- Select affluent private clients and their families
- Business Owners
- Professionals and Executives
He implements wealth management solutions that have been carefully designed for each client as they progress through the stages in their investment life cycle, from accumulation and growth to retirement and income.
Investment Philosophy: I believe that capital preservation should always be the primary focus for any client. Whether the portfolio objective is growth or income, my main concern is risk management. I ensure that every portfolio is always well diversified and invested in quality securities. Mitigating downside risk prevents unnecessary capital erosion and improves stability.