Products and Services

Sample Portfolio
Proposal Our Mandate

Our mandate is a Non-Discretionary mandate with the purpose of creating a fixed income portfolio that can generate stable cash flow and future appreciation for our client.

The U.S. government maintains a policy from the Federal Reserve to control inflation that will keep short-term interest rates elevated and this keeps U.S. treasury bonds at near all-time highs. For this reason, we recommend investing in UST Bills. This will allow the portfolio to be very liquid for future investment opportunities.

Considering that we are still in an inflationary period, we continue to recommend Real Estate as a hedge against inflation and the low correlation that exists with the stock market. To do this, we recommend investing in Real Estate Bonds (ETP’s).

The Latin American Corporate Bonds and ETFs managed by J.P Morgan that we are recommending will increase yields and generate cash flow.

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Products and Expertise

Our clients have access to a full array of products as well as our expertise trading and settling nearly every type of securities transaction in US and international markets.

Equities

ETP’s and ETFs

Fixed Income Options

US – Offshore Mutual Funds

Structured Products

Online Features

Online Access

Debit Cards

Check balance and recent transactions in real time