Luna Capital Management

Luna Capital Management LLC is a registered investment adviser based in Burlingame, California, specializing in creating customized investment portfolios for individuals, trusts, pension and profit-sharing plans, and IRAs. With a focus on high dividend-yielding equities and a commitment to preserving and growing client wealth, the firm aims to deliver consistent long-term growth while accommodating unique risk tolerances and tax situations.

The company offers complimentary portfolio reviews, providing clients with insights into their investment holdings, diversification, asset allocation, and associated costs. Luna Capital Management's experienced advisors are dedicated to identifying cost-efficient investment strategies to enhance portfolio quality and mitigate hidden fees that can adversely affect long-term returns.

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