Catalina Capital Group, LLC

Catalina Capital Group offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans, including 401(k) plans. Additionally, they offer financial consulting, which includes reviewing outside managed accounts and consulting on non-custodied funds. Catalina Capital Group generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.