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April 17, 2025
Charlie Garcia discusses how R360 members are investing cautiously while using their wealth to drive meaningful impact.
R360 founder Charlie Garcia recently spoke to Family Wealth Report about how the group’s ultra-high-net-worth members are taking a cautious, long-term investment approach amid economic uncertainty—favoring sectors like AI, energy, and defense. He also emphasized R360’s mission to channel member wealth and expertise toward solving global challenges through values-driven community, legacy planning, and deep peer engagement.
Disclosure: R360 is not an investment adviser. Information provided within is for educational purposes only and should not be construed, nor is intended to be, investment advice or a recommendation to invest in any types of securities. R360’s views are subject to change at any point without notice. No investment decision should be made based solely on the content herein and only a financial professional should be engaged for providing investment advice and recommendations. Past performance is not an indication of future returns.
