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Professional Wealth Management with Integrity

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.


Why Select a CFA Charterholder?

CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA designation. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.