Our Services

Wealth Management:

Our primary function is to protect our clients' wealth in an efficient and secure manner, providing a comprehensive service that covers all aspects of their wealth.

Trading:

We provide direct access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds, through a unified platform. This ensures that transactions are executed smoothly, eliminating inefficient reconciliations and trading disruptions among brokers. Our Trading service offers:

• Access to the most prominent markets.
• A broad offering of Fixed Income with over 80 active trading lines, each with its level of specialization.
• Global knowledge and deep understanding of the region to provide support in dynamic market conditions.
• A Local Stock Exchange position to list local financial instruments.
• Various investment strategies, such as Defensive Core, Defensive Growth, and Dynamic Income, designed to meet diverse investment needs.

Securities Custody:

We offer securities custody through top-tier entities in the jurisdiction, ensuring maximum reliability and access to the best markets. 

Benefits of Investment Accounts

• Buying and selling of local and international assets.
• Access to more than 20 markets worldwide and over 39 currencies.
• High-quality, detailed advice from our expert team.
• Support in financial planning.
• Potential for capital growth.
• Diversification to reduce risks.
• Flexibility and liquidity.
• Opportunities for specialized investments.

Types of Investment Accounts:

1. ADVISORY: Ideal for those who wish to invest in a wide range of financial products globally, with the support of specialists in buying and selling financial assets.
2. DISCRETIONARY: Aimed at clients seeking comprehensive management of their financial wealth, with customized solutions that adapt to their goals and needs.
3. INSTITUTIONAL: Designed for institutional clients with large sums of capital, legally backed by the securities supervisory authority. We offer a strategic partnership to enhance the investment services provided by institutions such as banks, financial entities, insurance companies, and fund managers, among others.
4.  Trading DIY: For those who wish to invest on their own according to their possibilities, access to over 2 million products.

If you are interested in a personalized advisory service, please do not hesitate to contact us through this form, and we will get in touch with you as soon as possible.