A disciplined approach to wealth management.

At Malaga Cove Capital, we believe managing wealth is about more than just numbers—it is about focus, care, and adaptability. We are a privately owned investment advisory firm based in Southern California, fully dedicated to managing investments. Nothing is outsourced, and we do not do this part-time. Your portfolio is handled directly by us, from research to execution to monitoring.​​​

​

Client accounts are held securely at Charles Schwab & Co., Inc. It is important to note that while we use Schwab for custody and account management, we are completely independent—we are not employed by Schwab, and Schwab does not control any of the decisions we make. All investment strategies, decisions, and management are solely our responsibility.

​

With over 80 years of combined experience, we rely on independent research to make thoughtful, unbiased decisions for our clients. This approach allows us to avoid conflicts of interest and focus purely on what is best for you. It also gives us the flexibility to explore a broader range of investment opportunities without being tied to specific products or firms. Because we do not have partnerships with financial institutions or product providers, we can select the best options without any pressure to promote or sell particular investments.

​

We are not a financial supermarket, and we are not here to offer every financial product under the sun. Instead, we focus on what we do best: helping you grow your wealth and achieve what matters most to you.

 

Life is always changing, and so is the financial world. Our job is to help you navigate those shifts with confidence.