Catalina Capital Group provides investment management for individuals and families, financial planning services, and corporate retirement plan management. The company helps clients improve their financial wellbeing through tailored solutions.

Catalina Capital Group

Catalina Capital Group | 62 followers on LinkedIn. Founded in 2012, Catalina Capital Group is an independent, boutique investment firm that focuses on strong client relationships and consistent investment returns. Our goal is not only to guide our clients to their financial goals, but also to educate and involve them throughout the process. We create a mutually beneficial relationship with our clients where the stronger and deeper the relationship, the more efficiently we can achieve these goals.

Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions

Chris Frantz

Managing Director, Corporate Retirement Plans at Catalina Capital Group

Bradd Donovan, AIF®

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Catalina Capital Group