Luna Capital Management, LLC (LCM) is an independently owned Registered Investment Advisor registered with the State of California. We design and manage customized equity and fixed income portfolios for individuals, trusts and retirement plans. The firm uses fundamental and technical analysis in its investment selection process. Our ownership structure and culture ensures that our interests are aligned with those of our clients. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We are located in the San Francisco Bay Area. Luna Capital is 100% employee-owned and managed.
LCM’s investment objective is to establish the proper asset allocation for each individual account while being cognizant of every client’s tolerance for risk. To achieve these objectives, we develop an independent investment thesis combined with ongoing fundamental analysis and portfolio management to meet client needs. We like our investment portfolios to generate above market income, primarily cash dividends on an annual basis. We believe that dividend income is an important component in increasing total return for client portfolios.
Relying on many years of investment management experience at a large global mutual fund, LCM has developed a process based, disciplined approach to portfolio building that works. We focus on security analysis (bottom-up) as well as technical indicators in determining portfolio composition and emphasize risk management in the design of client investment portfolios.
We tend to invest in larger US stocks and domestic fixed income securities. We also have a belief in the importance of dividends in the long-term growth and stability of investment portfolios. Most of our portfolios have above market dividend yields as defined by the S&P 500. We remain committed to our basic tenet of growth with income unless directed by our clients.
We put the client first and offer truly independent research for our clients. We continually screen for investment ideas in our database of over 3000 publicly traded securities.We do not believe in the “one-size-fits-all” approach that dominates the industry. Our formula allows and even encourages individualized and personalized portfolio management for each and every account. The combination of our competitive fee structure and minimal portfolio turnover provides an environment where our clients are able to preserve their capital for long-term appreciation and growth with dividend income.
If you’re looking for exceptional financial planning, retirement planning, find out how Luna Capital Management can help you to pursue the financial lifestyle you seek. We treat all our clients as family and we have a trustworthy referral network of CPAs, attorneys, and financial institutions to help support you.