Grace Capital Management, LLC

George Duff is a financial advisor at Grace Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc. and DAI Securities, LLC. Outside of his advisory work, Duff volunteers on the University of Texas Scholarship Finance Committees, assisting with application reviews and meeting attendance. Grace Capital Management serves individual and high-net-worth clients, trusts, pension plans, and business entities, offering portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical investment analysis and employs various strategies including long- and short-term positions, options, and margin, with a client process centered on thorough financial assessment and ongoing portfolio management.

Lauren Fischer is a CFP® with three years of industry experience, currently serving as a financial advisor at Grace Capital Management, LLC. Her prior roles include positions at Financial Gravity Family Office Services, Ark Financial, Artemis Capital Management, and SALI Fund Services. Outside of her advisory work, she provides independent financial coaching through Huntress Wealth, offering non-advisory coaching sessions. Grace Capital Management, LLC serves individual and high-net-worth clients, trusts, pension plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs both fundamental and technical investment analysis, offers discretionary and non-discretionary management, and utilizes various strategies including options and margin, while managing approximately $142 million in client assets.

Victor Garcia is a CFP® with 22 years of industry experience, currently serving as an advisor at Grace Capital Management, LLC. His prior experience includes roles at Bank of America and Merrill Lynch, and he also founded Good Steward Wealth Advisors, where he provides tax advisory and estate planning consulting. Garcia serves as a board member and spiritual advisor for the Fellowship of Christian Athletes. Grace Capital Management, LLC serves individual and high-net-worth clients, trusts, pension plans, and business entities by offering comprehensive portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical investment analysis, utilizing both discretionary management and third-party resources.