About
Us
Convinced that our clients deserve personalized attention and the best advisory services for their wealth, Principle Asset Management was developed to improve the proposal and the range of comprehensive financial solutions tailored to the needs and objectives of each client.
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We brought together in a new company more than a century of combined experience through the cohesion of talents and experts from two leading institutions in the financial business of investment banking, securities brokerage and wealth management: LW Investment Managers, headquartered in Miami and GPUS, a company related to Grupo Prival of Panama and Central America.
In this way, and with the support of a state-of-the-art custodian architecture, at Principle we use the experience and support of our team to make available fully customized financial instruments and vehicles to achieve alpha returns for HNW individuals, family offices and the investment experts who advise them.
Through this association of experts with extensive experience in the different ranges of the asset management business, we optimize our proposals, eliminating errors that we frequently detect in the financial advisory business: mispricing, returns from neglected or old-fashioned industries. At the same time, we dynamically search for new opportunities in new sectors that could add value to our clients' asset management.
We are experts and work daily in the markets we serve.
Our Story: A Combination of Talents
Combination of Talent
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Our Partners and Experts in the Creation of Principle Asset Management
The leaders of our firm, Principle Asset Management, who are also involved in the day-to-day creation and management of portfolios, combine the team of experts from Prival and LW Partners Group, with the objective of channeling their success stories and industry experiences to add value in our proposal of superior financial services for our select portfolio of clients.
Prival
Financial institution dedicated to Private Banking and Investment Banking services in Panama and Central America, formed by experts from different areas of the industry. Grupo Prival has a similar track record as a leading provider of private banking, investment banking and asset management services throughout its home region. Prival has US $4B in assets under management.
LW Partners Group
lwPartners is a financial group specializing in Latin America and focused on corporate clients, institutions and high net worth individuals. The firm's senior management has over 30 years of individual experience in portfolio management, trading and investment banking through all economic cycles. It currently manages over US$ 270 million in assets under management and assets under advisory, and over US$ 1 billion in annual trading volume and close working relationships with institutional investors dedicated to emerging markets.
Partners & Experts
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Local and international product offerings: we expand your investment possibilities and facilitate/enable you to achieve better and more stable returns.
We offer investment and execution strategies in global markets, carefully designed to adapt to the reality and financial goals of each of our clients and their portfolios. We have unmatched market knowledge in our home territories. At the same time, we recognize that capital requires security and strength, which comes from exposure to the world's most stable markets and best investment opportunities. Through our network of contacts, we offer a comprehensive platform to bring Financial Advisors to the Miami area and beyond.
Value Proposition
for our Clients: How Can We Help?
Value
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Welcy Capital Advisors:
Your Trusted RIA Partner
Are you seeking a trusted partner to navigate the complexities of wealth management?
At Welcy Capital Advisors, our focus is on you, the client. As a Registered Investment Advisor (RIA), we are legally obligated to act in your best interests. This means that our advisors are fiduciaries, putting your needs ahead of our own.
Here's how being an RIA benefits you:
Objectivity: We provide unbiased advice and recommendations, free from conflicts of interest.
Transparency: Our fee structure is clear and upfront, with no hidden charges or commissions.
Accountability: We are held to the highest standards of conduct and are subject to regulatory oversight.
Along with the advantages of being an RIA, we also provide:
Tailored Investment Strategies: We don't believe in a one-size-fits-all approach. Our experienced advisors collaborate with you to develop a customized investment plan that aligns with both your long-term and short-term objectives.
Global Expertise: Our team possesses extensive knowledge of international markets, allowing us to navigate the complexities of global investing for your diversified portfolio needs.
Focus on Growth: We go beyond traditional wealth management. Through our network of strategic partners, we can refer you to professionals that complement our wealth management services with other comprehensive financial planning services to ensure your wealth grows alongside your evolving needs.
Unwavering Support: You'll have a dedicated advisor by your side throughout your financial journey. We provide ongoing communication and transparent reporting to keep you informed and empowered.
Benefits of Partnering with Welcy Capital Advisors:
Peace of Mind: Gain confidence knowing your financial future is in the hands of experienced professionals.
Let Diversification Work for You: Leverage our expertise to unlock investment opportunities and navigate market fluctuations.
Streamlined Management: We handle the complexities of wealth management, freeing you to focus on what matters most.
Strategic Partnership: We're your trusted advisor, dedicated to helping you achieve your financial goals and build a lasting legacy.
Ready to take control of your financial future?
Contact us today for a complimentary consultation. We'll discuss your financial goals and how we can customize a plan to achieve them.
Meet Gabriel Freund,
Your trusted advisor.
