Investment Management

Investing can be very difficult and extremely time consuming! There are many approaches to choose from, and understanding the pros and cons of each approach can be a daunting task. This is where experts from SARINA Capital can help! Our experienced advisors’ goal is to simplify the financial process for individuals and families who would like to protect and grow their money. Our advisors have devised an investment portfolio that we monitor on a regular basis. Our portfolio may be constructed using individual securities, exchange-traded funds (ETFs), mutual funds, separately managed accounts and/or limited partnerships when appropriate.

We work alongside you!

Because of our years of experience and Fiduciary duty, you can have peace of mind that your investments are well-cared-for. Our team acts as your CFO, managing all aspects of your financial health, leaving you time to focus on family, career and life. We manage portfolios for individuals, trusts, and retirement accounts. We charge a percentage management fee based on the market value of account assets. If the market declines, our fee will be less, and as your portfolio rises, our fee will rise.

Why Our Clients Love Us!

Listen First

We want to offer solutions that fit your needs, so we always start by listening to you!

Client Needs

We offer solutions that fits the needs of our clients by taking a fiduciary-based approach.

Experienced Team

Our team has decades of experience and we want to leverage that for the needs of our clients!

Peace of Mind

Our goal is to remove your stress associated with managing your finances - let us be the CFO of your life!

Ready To Talk

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!

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Investment Management