I believe in the power of what we can do together.
My name is Loretta Villacorta, and I am your advisor consultant for New York Life Investments and MainStay Mutual Funds. I grew up in Vero Beach, Florida and later moved to Washington D.C. to study international economics at The George Washington University. I love traveling the world and learning about different cultures, history and food. A passion of mine is learning new languages — in fact I speak four (English, Spanish, French and Mandarin). Recently, I moved from New York City to Richmond, Virginia with my significant other. It has been an incredible decision because we are avid hikers and love exploring the new territory. My weekends are filled with visiting the Shenandoah mountains, wine tasting in Charlottesville, being by the water in Virginia Beach and exploring all that Richmond has to offer. I am always looking to challenge myself in new ways or learn something new. I have had a lifelong passion for health and fitness, and my most recent undertaking is picking up the sport of golf!
With a decade in the industry, I take great pride in seeing my advisor clients grow their businesses, while offering solutions and ideas to assist them in becoming the lead consultant in their clients’ lives.
I look forward to working more closely with you in the future and supporting your business through our practice management and investment solutions.
Get to know Loretta Villacorta
Learn more about your New York Life Investments Advisor Consultant in a rapid-fire Q&A.
Get insight before it becomes hindsight.
As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled some perspectives and solutions that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
MainStay Strategic Municipal Allocation Fund (MTFX)
Investment grade strategy with a flexible mandate to opportunistically invest up to 35% in high yield securities.
MainStay MacKay U.S. Infrastructure Bond (MGOIX)
Investing in high-quality taxable municipals.
MainStay MacKay Short Duration High Income Fund (MDHIX)
The team seeks to generate alpha by investing in higher-quality high yield with strong credit profiles and a target duration of less than three years.
MainStay Fiera SMID Growth Equity Fund (APSGX)
Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small-cap and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential and that are expected to grow faster than the U.S. economy.
Let’s have a conversation. I’m here to support you.
New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit newyorklifeinvestments.com.
Loretta Villacorta
Advisor Consultant – Virginia, North Carolina and West Virginia
P: 804-625-5768 E: loretta_villacorta@nylim.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company.