Our financial advisors have the experience and technical skills necessary to help our clients create the investment portfolio that best fits their profiles, taking into account all components of our clients’ assets, their investment horizon, risk tolerance and expected return.

We select those investments that achieve our clients’ objective more efficiently, whether this objective is to accumulate wealth to provide for a comfortable retirement or pay for college for their children; preserve heritage against the onslaught of inflation, generate a regular income, maximize the profitability or minimize risks. Our role is to give the customer the discipline to avoid emotional decisions and investments and keep him or her away from fashionable trends that tend to disappoint. We do our best in order to insist and persevere with a coherent strategy that gives the greatest chance of success.

Additionally, we are able to advise our clients on the legal organization of their assets. And is that legal structure that protects the investment an integral part in achieving financial targets, many of which can include different generations. Therefore, our firm has legal professionals who can help the customer to choose a legal structure that best protects his or her assets and ensure compliance with his or her wishes.

ProCash ACCOUNT

ProCash account of Pershing, a Bank of New York Mellon Company, functions as a current account (money market). The customer receives interest on balances, checkbook at JP Morgan Chase Bank, MasterCard debit card, Overdraft on investment (margin), Internet access through the monthly statements and consolidated. Pershing kept in values are protected by insurance SIPC (Security Investor Protection Corporation) up to $ 500,000.00. And beyond this amount, private insurance, which covers the total value of the account.

SHARES, BONDS, DEPOSITS, OPTIONS AND OTHER PRODUCTS

By our correspondent, Pershing, efficient transactions can run on any of the major financial markets worldwide. In addition, we keep in our securities and investment accounts denominated cash positions in major world currencies: Euro, British Pound, Swiss Franc, Japanese Yen, Canadian Dollar, Australian Dollar, among others. On the other hand, our "independent platform allows us to transact with the supplier more competitive at that time for a particular transaction. This structure frees us from potential conflicts of interest and puts us in a position to offer customers only the best investment.


INVESTMENT FUNDS

Represent the main house mutual funds:
Investment Bernstein / MFS Meridian / Legg Mason / Fidelity Advisors /
Franklin Templeton Investments / Putnam Offshore Funds / Pioneers Investments /
Permal / MAN Investments