First and foremost, our team believes in being there for you when you need us. We specifically choose to build relationships with a select number of households, helping us ensure each client – whether already existing or newly introduced – receives the attention they require. Furthermore, our experience and offerings are that of a global investment manager, but scaled down to a local level for the benefit of those we serve.
Our team’s name – Acequia Investment Group – is derived from the Spanish word for “canal.” More specifically, an acequia is a canal operated by its community, and it represents the very nature of people coming together to serve the needs of the greater good. As our local clients know, we’re located in a part of the city where acequias are still fully utilized by the community.
We enjoy sharing our viewpoint and synopsis each week, and these often include commentary and articles from the Wells Fargo Investment Institute.
Through our login portal, you can review the financial details of your account, get real-time quotes, monitor news and market data, and manage the alerts you receive.
No matter what stage of life you’re in, if you are searching for investment guidance or a second opinion, there’s no better time than the present to start the conversation. We look forward to hearing from you, and we welcome you to join us for a free, no-obligation consultation.