A complete list of active advisors currently associated with San Gabriel Capital
Warmer can help you find a great advisor at San Gabriel Capital or one who fits your needs even better.
San Gabriel Capital is a single-advisor registered investment adviser that serves individuals, high-net-worth clients, qualified and unqualified retirement plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, retirement plan and pension consulting (including IPS preparation and investment monitoring), and hourly financial consulting engagements. The firm’s investment approach is grounded in Modern Portfolio Theory and a passive asset-class philosophy, typically implementing diversified, buy-and-hold portfolios using no-load mutual funds and ETFs—with a frequent use of Dimensional Fund Advisors (DFA) funds—and employing tools such as Monte Carlo simulations to inform asset allocation. Accounts are reviewed periodically (at least annually, with quarterly performance reporting) and rebalanced as needed, and SGC may use model portfolios that align with a client’s stated investment policy. What distinguishes the firm from many solo independent advisers is its pension and retirement-plan consulting work for plan sponsors—including recommending investment lineups and providing participant-facing educational workshops—and its willingness to combine portfolio management with third-party tax preparation and accounting services. The firm also relies on DFA-provided software, research, and continuing education to inform portfolio construction and reporting.
To learn more about the advisors currently working at San Gabriel Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Park, TX
| 13
|
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