Agg Asset Management

AGG Asset Management, LLC is a registered investment advisory firm located in Westlake Village, California. The firm operates primarily in the state of California, providing asset management services to both individuals and business entities. Our clients entrust us with managing both qualified and non-qualified assets, and we prioritize capital preservation and liquidity while also providing income and long-term growth.

Our philosophy centers on taking the macroeconomic environment into account, recognizing that the investment landscape has changed significantly over the past few decades. We believe that the current environment is one that is characterized by volatility and uncertainty, but also by opportunity. We work closely with our clients to understand their unique needs and goals, and we strive to provide tailored investment solutions that align with those objectives.

Services Offered

At AGG Asset Management, LLC, we offer a range of services designed to help our clients grow and protect their wealth. These services include:

• Asset Management: Our team has extensive experience managing assets for individuals and businesses. We work closely with our clients to develop customized investment portfolios that align with their unique goals and needs.
• Individual Analysis and Assessments: We provide individual analysis and assessments of pre-existing investment positions for a fee. Our team can provide in-depth analysis and guidance on how to optimize existing investments.
• Capital Preservation and Liquidity: We prioritize capital preservation and liquidity, ensuring that our clients' assets are protected and readily available when needed.
• Income and Long-Term Growth: In addition to preserving capital and ensuring liquidity, we work to generate income and facilitate long-term growth for our clients.

News & Updates

We regularly publish news and updates on a range of topics related to financial planning and investment management. Some recent articles include:

• The Benefits of Stock Dividends During Market Volatility: In this article, we discuss the benefits of dividend-paying stocks during periods of market volatility. These stocks can provide a steady stream of income and help to mitigate the risks associated with market volatility.
• Personal Savings Rate Indicates Consumer Sentiment: In this article, we discuss the relationship between personal savings rates and consumer confidence. Recent data shows that personal savings rates are increasing, which may indicate a pause in economic growth as consumers become more cautious about spending.

Our Team

Our team is made up of experienced investment professionals with a deep understanding of the financial industry. Our team includes:

• Alex Gregory Garcia: As the Principal & Investment Advisor at AGG Asset Management, LLC, Alex has over 24 years of experience in the financial service industry. Prior to establishing AGG Asset Management, LLC, Alex worked on the institutional side of the business allocating managed money disciplines and products with advisors and brokerage firms. Alex is a graduate of Cal State.