Boerne, TX, Feb. 10, 2011 /PRNewswire/ --Capital Guardian Wealth Management announces the addition of a new branch office in Boerne, TX. The Income Solutions Group, founded by Victor Farias, Rick Moos, and later joined by Brad Livingston, specializes in helping RIAs and Financial Advisors exploit the inefficiencies in the fixed income market and build customized portfolios designed to strengthen client relationships. The team has over 40 years combined industry experience and over 25 years specifically in the fixed income and structured product markets.
“The ideas and investments we present to advisors preserve wealth and help protect principal,” Moos said. “We often re-introduce advisors and brokers to the benefits of using individual bonds, for reasons such as stability and predictability of income payments.”
"Along with fixed income solutions, our goal is to be the premier structured product partner to the financial advisor," Livingston added. "We want to offer these advisors the potential for upside participation that their clients need and provide some downside protection their clients want."
Of the new relationship with Capital Guardian, Farias says, "Capital Guardian provides us with an amazing support structure to meet the needs of the advisors and their clients with who we work. From execution to investments, we have a number of new tools that will help us grow our business."
“Capital Guardian is very excited to announce the opening of our Boerne branch and our expansion into the great state of Texas. We look forward to working with this very capable team and growing together,” said Tony Montanari, CIMA®, Director of Business Development.