Loyola Asset Management Featured in Worth Magazine

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Alvaro Castillo compares investing to golf.

Alvaro Castillo and Loyola Asset Management, were recently featured in Worth Magazine’s Leading Wealth Advisors section.

Mr. Castillo’s profile included his essay entitled, “What investment lessons can be drawn from the game of golf?" In his essay, Alvaro draws parallels between a successful investment plan and carrying a full set of golf clubs. “In golf, you need different clubs for different scenarios. . .similarly, successful investing requires that your portfolio have all the necessary components.” He believes that a solid game of golf is possible only when you are ready and able to face all the challenges that occur in each and every round. He states that a successful investment plan is possible only when all the challenging and different economic scenarios can be faced with the knowledge that your plan is solid enough for whatever the markets bring.

He mentions that four overlying economic situations prevail at all times: times of prosperity, crisis, inflation, and deflation. Mr. Castillo goes on to say that, “Investors should consider a balanced portfolio to navigate through good and bad times of an investment cycle. As sure as night follows day, bad times follow good times. Life in the investment arena favors the prepared.”

“Investing and golf are two of my favorite pastimes, so I found Alvaro’s essay particularly interesting as well as informative,” said Don Bizub, CEO of Western International Securities.

Loyola Asset Management offers securities through Western International Securities, Inc. Western is among the largest independent broker-dealers clearing through J.P. Morgan Clearing Corp. Through its clearing agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.

If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect.com or
888-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com. Member FINRA and SIPC.

The Worth Leading Wealth Advisors Program is an integrated marketing platform for wealth, legal and insurance advisors nationwide. Advisors who apply for admission into the program are vetted by Worth and experts at Paladin Registry to help ensure advisor quality. In order to be considered, professionals must be willing to provide complete and full disclosure to investors so that analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included. For more information, please contact leadingwealthadvisors(at)worth.com.

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Ecri Gutierrez
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