Our financial advisors have the expertise to help you create and maintain the investment portfolio that best fits your profile and investment objectives; whether it is growth for retirement or paying for a child’s tuition; capital preservation; producing a periodic cash flow; efficient liquidity management.

Additionally, we can advise our clients regarding the legal organization of their assets. This is essential. Having your assets under the umbrella of an adequate legal structure is as important to meeting your financial goals as picking the right investments. For this reason, our firm has legal professionals, who can help you choose and design the most appropriate legal vehicles, to make sure that your assets are protected and your wishes are met.

PROCASH ACCOUNT

The ProCash Account from Pershing works like a money market account. The client earns interests on cash balances, gets a checkbook (“Bank One”), a MasterCard debit card, automatic credit line (margin), a monthly statement, and access to information through the internet. All assets held in a Pershing account are protected up to $500,000.00 by SIPC (Securities Investor Protection Corporation); plus, all assets above this amount are covered by a commercial issuer.

STOCKS, BONDS, DEPOSITS, OPTIONS AND OTHER PRODUCTS

Through our clearinghouse, Pershing, we can execute efficient transactions in any of the main financial markets around the world. Likewise, we can offer investments in the principal world currencies, such as the Euro, British Pound, Swiss Franc, Japanese Yen, Australian Dollar, and Canadian Dollar, among others. Moreover, our independent platform allows us to deal with the most efficient supplier of a given product at any point in time. Plus, we stay free of any possible conflicts of interests; which puts us in a great position to offer our clients only the most attractive investments at the best prices.