Throughout our history, Mary Garcia Strategic Management has worked in our clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.
When you work with dedicated professionals who care about your well-being, it gives you confidence and peace of mind. Our culture focuses on always putting our clients’ interests first.
Our Investment Policy Committee (IPC) is the dedicated team that makes all strategic investment decisions for client portfolios. The IPC has over 50 years of combined experience in helping our clients meet their investment goals and objectives.
Our time-tested portfolio management processes start with an analysis of global economic, political and sentiment drivers and how they might affect asset class categories.
Mary Garcia Strategic Management manages assets across four principal business units: US Private Client, Institutional, Private Client International. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
Private Client Group
You’ve worked hard and saved prudently throughout your life. We can help you retire comfortably and confidently through tailored money management, personalized client service and a fee structure aligned with your success.
Our Leadership
MGSM Investments takes pride in its well-established, experienced leadership team, which has been guiding clients toward their financial goals for over 20 years. Our team consists of seasoned financial professionals with a collective 30+ years of experience, having worked with leading banks and accounting firms. We are dedicated to helping you enjoy a more relaxed life by managing your investments and easing the stress of retirement planning, so you can trust us to secure your financial future.
