Investment Management - Weston, Florida, United States
We wish to facilitate access to the global capital markets to people with small investment expertise and modest savings. Our approach is person to person, with the help of Referral Associates, allowing our clients to select among proprietary Investment Porfolios, according to their risk profile.We address preferably clients in Latin American countries because our experience there has shown the need for such services.We rely on a network of local Referral Associates in several countries who help us in introducing our services to prospective investors and helping them in the process of opening their investment accounts in a US broker-dealer.
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