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
Presencia
Geográfica
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Presencia Geográfica"
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.
Soluciones Patrimoniales
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Soluciones Patrimoniales"
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?
Responsabilidad
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Responsabilidad"
Welcy Capital Advisors:
Your Trusted RIA Partner
¿Está buscando un socio confiable para navegar por las complejidades de la gestión patrimonial?
En Welcy Capital Advisors, nuestro enfoque está en usted, el cliente. Como Asesor de Inversiones Registrado (RIA), estamos legalmente obligados a actuar en su mejor interés. Esto significa que nuestros asesores son fiduciarios y priorizan sus necesidades sobre las nuestras.
Asà es como ser un RIA te beneficia:
Objetividad: Brindamos asesoramiento y recomendaciones imparciales, libres de conflictos de intereses.
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Transparencia: Nuestra estructura de tarifas es clara y directa, sin cargos ni comisiones ocultos.
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Responsabilidad: Estamos sujetos a los más altos estándares de conducta y a la supervisión regulatoria.
Además de las ventajas de ser un RIA, también ofrecemos:
Estrategias de inversión personalizadas: No creemos en un enfoque universal. Nuestros asesores expertos colaboran con usted para desarrollar un plan de inversión personalizado que se ajuste a sus objetivos a largo y corto plazo.
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Experiencia global: Nuestro equipo posee un amplio conocimiento de los mercados internacionales, lo que nos permite navegar por las complejidades de la inversión global para sus necesidades de cartera diversificada.
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Centrarse en el crecimiento: Vamos más allá de la gestión patrimonial tradicional. A través de nuestra red de socios estratégicos, podemos recomendarle profesionales que complementan nuestros servicios de gestión patrimonial con otros servicios integrales de planificación financiera para garantizar que su patrimonio crezca junto con sus necesidades cambiantes.
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Apoyo incondicional: Contarás con un asesor dedicado a lo largo de tu trayectoria financiera. Te ofrecemos comunicación continua e informes transparentes para mantenerte informado y empoderado.
Beneficios de asociarse con Welcy Capital Advisors:
Tranquilidad de espíritu: Gane confianza sabiendo que su futuro financiero está en manos de profesionales experimentados.
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Deje que la diversificación trabaje para usted: Aproveche nuestra experiencia para desbloquear oportunidades de inversión y navegar las fluctuaciones del mercado.
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Gestión optimizada: Nos encargamos de las complejidades de la gestión patrimonial, permitiéndole concentrarse en lo que más importa.
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Asociación estratégica: Somos su asesor de confianza, dedicado a ayudarlo a alcanzar sus objetivos financieros y construir un legado duradero.
¿Estás listo para tomar el control de tu futuro financiero?
Contáctenos hoy para una consulta gratuita. Hablaremos sobre sus objetivos financieros y cómo podemos personalizar un plan para alcanzarlos.