Catalyst Investments - Changing Potential into Profits ©
About US
Catalyst Investments is a San Diego-based Family Investment Office that offers tailored financial solutions and wealth management. We partner with high-net worth individuals and families to help these clients achieve long-term growth.
We currently manage over $125 million in client and firm-held assets. Our investment portfolio consists of over 90 companies and ETFs, precious metals held at local depository locations, and dozens of multi-unit rental properties throughout the United States.
Our Investment Philosophy
As Warren Buffett says, successful investors need to invest for the long-term and avoid being swayed by the fear and greed of others that can cause irrational swings in the market. We do not let the daily noise and volatility of the markets deter us from our mission to be faithful stewards of our clients' capital.
As long-term investors, we and our clients commit ourselves to adhere to well-defined investment policy statements, which have been custom-built for each individual client, in order to achieve their long-term investment objectives, while accepting the inevitable price fluctuations of the public markets.
The Triple Play - Investing the Catalyst Way ©
Income Generating Properties
Income Generating Properties
Income Generating Properties
We believe strongly in the enduring strength and tax advantages of investing in income-generating properties. Catalyst works with a private development and construction company to invest in the construction and management of multi-family properties in several different vibrant US cities.
One of our several portfolio options offered to our
We believe strongly in the enduring strength and tax advantages of investing in income-generating properties. Catalyst works with a private development and construction company to invest in the construction and management of multi-family properties in several different vibrant US cities.
One of our several portfolio options offered to our clients is the ability to buy transferrable shares of our real estate holdings.
Securities
Income Generating Properties
Income Generating Properties
We aggressively seek opportunities in domestic and international stock markets. The brokerage team at Catalyst were early investors in Amazon, Eli Lilly, Champion Homes, and Sterling Infrastructure - picks which rank in the best-preforming stocks in in the last 10 years.
Precious Metals
Income Generating Properties
Precious Metals
In partnership with BlueVault © San Diego and Orange County, we maintain a significant physical portfolio of precious metals as a hedge against turbulent financial markets.
We are pleased to offer transferable shares of precious metals held by our institution as a portfolio option to clients.
Management Team
Bryan Mccray
Chairman, Co-Founder
Bryan founded Catalyst Investments in 2012 with Priyanka Patel. He has 16 years of experience in private equity investing and management consulting. Previously, he provided management consulting services to companies in various sections, including financial services and real estate property management.
Mr. Bryan holds an MBA from Boston College, and a Bachelor's degree in Business from Northwestern.
Priyanka Patel
Managing Director, Co-Founder
Ms. Patel is a founding partner of Catalyst Investments. She has over 14 years of experience in the financial sector in India and Singapore. Previously, she worked as a trader for Pabrai Invesment Funds.
Ms. Patel holds Degrees in Economics and Accounting from the University of California San Diego.