Lucas Group Financial Planners

CONNECT

Address:

1545 River Park Dr., Ste. 401
Sacramento, CA 95815

Phone:

916-921-9220

Our Philosophy

Our investment philosophy is based on the science of investing and decades of Nobel Prize-winning academic research. We help clients realize the returns they need to achieve their goals through the following process:
 

BUY THE MARKETS

We eschew the risk and expense of individual stock selection and instead invest across the market in virtually all publicly traded companies.

CAPTURE RETURNS

We do not try to guess market direction but instead build portfolios designed to capture the natural dimensions of expected returns that markets provide.

DIVERSIFY GLOBALLY

We build globally diversified portfolios because the U.S. is only part of worlds market and we are impacted by a global economy.

REDUCE COSTS

We reduce the costs and fees associated with traditional investment management so that our clients can enjoy greater returns.

PRACTICE DISCIPLINE

We do not base our investment decisions on fear, greed, or market headlines, and instead adhere to our investment strategy through all market cycles, both good and bad.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck