Meet Kevin and Michael

An introduction with two members of the LIFETRAC Investment Group.

Who we serve

We currently manage the wealth of individuals, families, and businesses. Our clients that we serve are typically self-made and have built their wealth through their high-paid professions, entrepreneurial businesses, real estate, and/or other liquidity events. The businesses we serve typically look to our team to manage their business assets seeking high risk-adjusted returns. Most of our clients are concentrated in the greater Los Angeles, Las Vegas, and Austin areas.

How we serve you

Our team is a key part of the process and ultimately help in the design and implementation of your financial strategy that will help you achieve your goals. This is why we created the LIFETRAC strategy.

Additionally, we recognize that in order for a financial plan to be complete and sustainable, it must also address issues that surround our clients’ wealth. With that in mind we typically work with one or more of these financial professionals:

  • Estate planning attorney
  • Certified public accountant
  • Private banker
  • Other attorneys
  • Insurance professional
  • Real estate professional

We have also embraced the principles of socially responsible investing. This would include impact investing and utilizing ESG (environmental/social/governance) criteria to align with our clients’ values, as well as our own. Not only do we do this in the interest of nurturing positive change in our communities and beyond, but research has shown that this can also translate into better investment performance over time.

Pleased to serve you in two locations

At the LIFETRAC Investment Group, we are proud to have advisors serving clients out of the Austin and Los Angeles communities. We invite you to contact us to set up a meeting in one of our convenient locations. 

Austin

Billy Brandenberger
300 W 6th Street, Suite 2200
Austin, TX 78701

Los Angeles

Kevin Caputo
1901 Avenue of the Stars, Suite 1400
Century City, CA 90067

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates. 

Thoughts on responsible investing

A starter conversation on the concepts of ESG, impact, and responsible investing.

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