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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Legal Disclaimer
Welcy Capital Advisors, LLC (hereinafter “WCA”, “we”, “us” or “our”) is a registered investment advisor registered with the state of Florida (registration does not imply a certain level of skill or training) with a principal place of business in Miami, Florida. WCA provides investment advisory and related services for client internationally. We may only conduct business in states and jurisdictions in which we are registered or qualify for an exemption from registration requirements.
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Neither the receipt nor the distribution of information through this website (the “Site”) constitutes the formation of an investment advisory relationship, or any similar client relationship. The materials on this website are for informational purposes only and may not be relied on by any person for any purpose and are not, and should not be construed as investment, financial, legal, tax or other advice or recommendation. Furthermore, no part of this Site nor the links contained therein is a solicitation to buy or offer to sell any securities or investment advisory services, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The offer to buy or sell any securities or investment advisory services are intended for residents of jurisdictions where solicitation, recommendation, endorsement, or offer by WCA or any third-party service provider to any persons is not illegal. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
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Information throughout this Site, or any other statements regarding market or other financial information, has been developed internally or obtained from sources which WCA, believes accurate reliable, but we do not verify, warrant, or guarantee the accuracy, adequacy, usefulness, or completeness of this information, or with regard to the results to be obtained from its use. The Site and the Information throughout this Site is presented “as is” without warranty of any kind, whether express or implied. You bear all the risk related to the use of the Site and the Information throughout this Site, including without limitation, any reliance of accuracy, adequacy, usefulness, or completeness of any information available throughout this Site. Any opinions expressed on this Site represent the current, good faith views of WCA as of the dates indicated on the Site and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. This Site may contain forward-looking statements on our current expectations and projections about future events. Statements that are predicative in nature, that depend upon or refer to future events or conditions or that include words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “estimates,” “thinks,” “seeks,” “targets,” “forecasts,” “could” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially. WCA does not guarantee any specific outcome or profit. You must make an independent decision regarding any strategies mentioned throughout this Site. Before acting on any Information provided throughout the Site, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from an investment professional.
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This Site is subject to revision and updating. Predictions, opinions, and other information contained here are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and WCA assumes no duty to and does not undertake to update or supplement any of the information contained herein.
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This Site may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by WCA of the contents on such third-party websites. Accessing websites through links directs you away from our website. WCA is not responsible for errors or omissions in the material on third-party websites. WCA is not responsible for the content of any website owned by a third party that may be linked to this Website regardless of whether the link is provided by WCA or a third party. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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You are allowed to use the Site and the Information provided throughout the Site for your personal, non-commercial purpose only. The Site and the Information contained throughout the Site shall remain the intellectual property of WCA and it's protected by patents, trademarks, copyrights, and other intellectual property. Unless expressly authorized by WCA in writing, you are not allowed to reproduce, modify, de-compile, reverse engineer, sell, distribute, publish, perform or otherwise display, or create any derivative works from the Site or the Information provided throughout the Site.
Internet Privacy Policy
Current regulations require financial institutions to provide their clients with an initial and annual privacy notice describing the institution’s policies regarding the sharing of information about their clients. In connection with this requirement, we are providing this Privacy Notice to each of our clients.
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By visiting or submitting data through this Website (the “Site”), any visitor to this Site (“you” and “user”) are accepting and consenting to the provisions set forth in this Privacy Policy. If you do not agree to this Privacy Policy, you are instructed not to use this Website. We reserve the right to change this Privacy Policy at any time by posting an updated version of the policy on the Website. You should visit this page periodically to review the Privacy Policy for changes.
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This Privacy Policy covers only data collected through the Website (“Data”). This Privacy Policy does not apply to information Welcy Capital Advisors, LLC (“WCA”) collects offline, through email, paperwork or through other sites, including sites that we link to. This Privacy Policy also may not apply to the practices of all other WCA affiliates.
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During your use of this Website, WCA may passively collect technical and usage Data from you, the user, pertaining to your computer and/or internet connection. Such Data may include the number and frequency of your visits to this Website, information regarding websites accessed immediately before and after your visit to this Website, your Internet browser type and IP address. This technical and usage Data may be collected using “cookies”, which ware small text files that are stored on your computer that retain your information and preferences relative to your activities on a website, or other similar means. You can change your privacy preferences regarding the use of cookies and other technologies through your browser, including blocking all cookies; however, blocking all cookies may affect your use of our Website and other websites and services online, and may prevent you from using all the features and elements of our Website and other websites and services.
WCA may also collect and store Data voluntarily provided by you, the user, while visiting this Website. User-provided Data may include contact information, information related to the business you represent, information related to the financial information services you have requested. In each such instance, you will know what Data we collect through the Website, because you actively submit it to us.
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As such, all communications electronically sent to us may be subject to archival, monitoring, review, and disclosure to someone other than the recipient. Electronic communications may involve the electronic transmission to any e-mail address you provided to us. It may include information that you may consider to be personal financial information. You agree and consent to such transmission of such information. It is your sole responsibility not to use electronic communications to transmit any confidential personal information. Unless you also actively submit personal information, such as your name or address, passively tracked Data does not typically allow us to identify you personally.
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WCA will not disclose your personal and/or proprietary Data to anyone except as follows: We freely share your Data with our affiliates, agents and service providers who use the Data, only for our purposes and under our instructions, e.g., third parties who provide us on-site web analytics services (for example, website tracking, content delivery, etc.). We may share your Data as required by law or in the interest of protecting or exercising our or others’ legal rights, e.g., without limitation, in connection with requests from law enforcement officials and in connection with court proceedings. Also, we reserve the right to fully use and disclose any Data collected via the Website that is not in personally identifiable form.
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Transmissions over the Internet are never 100% secure or error-free. However, with respect to our internal security procedures, WCA takes reasonable steps to maintain physical, electronic, and procedural safeguards in order to protect your personal Data from loss, misuse, and unauthorized access, disclosure, alteration, and destruction. WCA also requires third-party companies that we hire and to whom we disclose Data to keep such information confidential and to use it only to perform the services for which we hire them and only under our instructions.
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By using our website, you consent to our Privacy Policy. If you have any questions, concerns or complaints about this Privacy Policy, please contact us via the form available at https://www.welcycapitaladvisors.com/contact or via mail at the following address:
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Welcy Capital Advisors, LLC.
1101 Brickell Ave, Ste. N1600
Miami, FL 33131
USA
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