What we offer and deliver

With significant experience in capital markets and private wealth management, many sophisticated clients have chosen to work with us because our success is measured by one simple benchmark: our clients’ success. In an ever-changing marketplace, through times of global instability, we have been trusted, tested and proven to protect our clients’ interests while providing them with the most innovative solutions possible. At Latinvest, we never forget that all of our relationships are personal. Every employee we have, every action we take comes back to one core commitment: a personal investment in your success.

Serving with expertise and dedication

We have partnered with SDDCO Brokerage Advisors and Pershing/Bank of New York Mellon -- one of the longest lasting financial institutions in the world – to clear transactions and provide custody & safeguard client assets. Founded by U.S. Secretary of the Treasury Alexander Hamilton in 1784, BNY Mellon has seen nations and businesses come and go and it still stands as one of the world’s most solid institutions.

Securities brings significant
professional experience

Over the course of more than 120 years of combined experience, LATINVEST’s key managers have gathered their experience in the following institutions

Experience in portfolio management and product selection