PRODUCTS AND SERVICES

By focusing on the investor profile at every level our professionals are able to analyze different options and provide clear strategies to meet the client’s financial objectives.

As a sophisticated and innovative firm, we are always looking for the best opportunities in products and services to offer our clients. However, prior to making any recommendation or giving access, we ascertain it is the best suited option.

Our clients place their trust on us every day to deliver results. We do not take that responsibility lightly. We are long-term oriented on our investment goals horizon, but short-term focused on recognizing opportunities.

Wealth Management And Brokerage

Our asset allocation selection includes Investment Grade, High Yield and Emerging Markets Bonds, in addition to Government Treasuries. Also, equities and exchage traded funds and mutual funds. Each client would need a different solution tailored to their profile and goals.

Institutional Trading

With a clear focus on execution, we are able to provide our clients with one of the best quotes on the street. Our multiple global counter parties assist in locating liquidity and price discovery to efficiently settle transactions for your credit portfolio. Let us be a fixed income trading extension to your firm.

Online Trading

We provide an online trading platform designed for the individual investor up to sophisticated traders.

Take advantage of our trading system to purchase and sell common stocks, preferred shares, exchange traded funds (ETFs), and American Depositary Receipts (ADRs). For additional information of our online trading platform, please visit Folionet

INVESTMENT PHILOSOPHY
Maintain discipline to guide you through periods of market uncertainty. Minimize cost to increase your earnings potential. Diversify risk through balanced asset allocation. Define your goals and establish a strategy to get there.