New Office
Capital Guardian Expands Into Texas With New Office
Capital Guardian Wealth Management, part of the North Carolina-headquartered investment firm Capital Guardian, has expanded its branch network with the addition of an office in Boerne, Texas.
The new office consists of the Income Solutions Group, founded by Victor Farias and Rick Moos, and afterwards joined by Brad Livingston. It works with RIAs and financial advisors to build fixed income and structured products portfolios for clients.
“We often reintroduce advisors and brokers to the benefits of using individual bonds, for reasons such as stability and predictability of income payments,” said Livingston.
On the new arrangement, Farias said the support structure provided by Capital Guardian would help drive the firm forwards.
“We look forward to working with this very capable team and growing together," said Tony Montanari, director of business development at Capital Guardian.
Only last November Capital Guardian added an office in Winter Park near downtown Orlando, Florida – bringing the number of branches in its network to 25. According to the firm’s website, there will also be an office opening soon in Hingham, Maryland.