Investment Management USA | Ballestasgroup.com
Ballestas Group is based in the city of Miami and was founded in 1992 under the institution of Merrill Lynch. In 2014, the group became independent, joining the Bolton Global Capital structure. The group enjoys the trust of a number of families scattered throughout South America, North America and Europe, with a majority of them clustered in Colombia, Mexico and Spain. We have a deep understanding of the challenges, objectives, preferences, styles and strategies that distinguish investment families. As a truly global institution, Ballestas Group we have a keen understanding of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.
At Ballestas Group, we provide access to the strategic and tactical opinions of some of the world’s most respected investment professionals. This information and analysis is directly available to our clients, who can take advantage of these resources to strengthen the achievement of their financial goals. We can also take advantage of other financial institutions, such as J.P. Morgan, UBS and Safra, when clients demand it. Our team is highly credentialed with expertise in: lending, wealth transfer, family dynamics, philanthropy, asset preservation, and risk management. Our financial advisors will help Wealth Management Firm ensure that your personal and family values are at the center of your wealth management strategy.Our investment process and philosophy is aimed at meeting the goals of our clients. Therefore, we always consider the preservation of capital as the fundamental pillar when making investments.
The portfolio is divided into three parts, each with a special selection of assets that meets a particular predetermined objective. Together, the three divisions create a moderate portfolio that gives us risk and return that fit our parameters. Everyone has different financial goals that go beyond investing and expecting positive results. To achieve these goals, it is necessary to have a strategy that provides an attractive risk-return profile that fits the needs of each one.We have designed 4 model portfolios, which allow us to provide different Relationship Management options that fit your risk and return objectives. After a preliminary analysis of particular profiles, we select the model that best fits.
