About us

Our management team and directors have been advising individuals and families in protecting and enhancing their wealth for more than 60 years.

We are specialized in investment management and financial advice for individuals and institutions. Independent from banks, the firm conducts its investment activities freely.


Our team is composed of highly motivated individuals with strong academic backgrounds. All of us have in-depth experience in asset management and banking. We continually invest in our personal trainning to stay abreast of current investment tools and methods.


The prime qualities we foster in our staff are team spirit, sense of responsability, and pursuit of excellence.


We have a proven track record of success in financial markets.






Licensed Investment Advisor under Panamanian Securities Market Superintendence (SMV).