• Client First

    Wealth Management

    We are a fiduciary-based wealth management office that prides itself on listening first and putting our clients' needs ahead of our fees!

  • Trusted Advisors Who Can Offer

    COMPREHENSIVE SOLUTION

    We are a one stop shop for all your personal and business financial needs including investment management, reitrement planning, insurance, estate planning, and much more!

Financial Planning

Prepare for your future and find peace of mind with SARINA Capital's comprehensive, personalized approach to financial planning!

Estate Planning

Our unique product offerings can help you achieve your legacy goals – from investment management, estate planning to legacy management.

Life Insurance

Life insurance is a must for every family. Life insurance industry has evolved significantly and offers sophisticated tools that are an integral part of financial planning & wealth transfer!

SARINA Capital is defined by four primary qualities.

We bring more than 20 years of  experience in investment management, wealth and estate planning, insurance, and retirement planning.

CLIENT FIRST

We pride ourselves on forging long-term relationships that are transformations rather than transactional! Our trusted advisors will always take a fiduciary-based approach by putting your needs ahead of our profits!

DISCIPLINED

Our wealth planning processes are structured to ensure that all factors facing investors are fully vetted and considered when selecting appropriate strategies! This includes choosing portfolios that are appropriate for your needs!

DIFFERENT

We are unique because we offer a comprehensive financial planning strategy for individuals and businesses that includes investment management, insurance, estate planning, and retirement planning!

TRUSTED

Our approach is sound, our experience is diverse, and our standards for being customer-centric will never be compromised! As a result, we have become trusted advisors to many families and businesses!

About SARINA CAPITAL

Founded in 2003, SARINA Capital is an independent wealth management firm that takes a holistic approach in providing solutions for our clients. We collaborate as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. Our engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management, and investment management.

Investment Philosophy

We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy.

Personalization

Personalized portfolio management — including through separately managed accounts — is essential to meeting each client’s investment goals and other considerations

Concentration

Academic research shows that a thoughtfully constructed portfolio of 30 to 40 companies appropriately balances diversification and risk mitigation

Diversification

Prudent diversification of asset classes, industry sectors, countries, investment strategies, and managers is a proven method for improving risk/return dynamics

Active Management

Active management of client funds backed by rigorous fundamental research enhances the likelihood of outperforming benchmarks over time

You can learn more from our asked questions

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Contact Us today for a free consultation!

Let’s setup a time for us to connect to see how we can be of service to you!

    ONE STOP SHOP

    AT SARINA CAPITAL, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.

    1 +
    Years of Experience
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    Product Offerrings
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    Consultations
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    million client assets

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    Get in touch for any kind of help and informations

    We’ll be glad to discuss your financial situation, please contact us below to setup a free consultation!

    Our address:

    16107 Kensington Blvd, Sugar Land, TX 77479

    Call Us:

    (877) 713-7473

    Email Us:

    info@sarinacapital.com