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| Additional information |
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| VectorGlobal WMG, Inc. |
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Overview:
We are a US Securities Broker-Dealer registered with the SEC (Securities and Exchange Commission) and a member of FINRA (Financial Industry Regulatory Authority), the SIPC (Securities Investor Protection Corporation) and the NFA (National Futures Association).
As financial advisors and strategists for individual investors, families, businesses, institutional funds and governments, at VectorGlobal WMG we provide a personalized wealth management service. Based on conservative investment principles and more than two decades of experience in international markets, we developed individual investment strategies taking into account our clients’ needs in terms of time horizon, risk tolerance and return expectations. Through our access to a broad spectrum of products on a global level, we satisfy our clients’ most sophisticated and demanding needs.
Our commitment is to work on our clients’ individual financial projects, identifying opportunities in the global market place and offering solutions to their financial needs. With the added advantage of working in an open architecture that avoids conflicts of interest and with the security of having two of the world’s most renowned custodians, JP Morgan Clearing Corporation, and Pershing LLC, a subsidiary of the Bank of New York Mellon Corporation.
Our Philosophy
Today more than ever, our investors recognize the value of an independent professional advice without conflicts of interest.
We have an investment philosophy that is based on close contact and an in-depth knowledge of the needs and objectives of our clients. More than anything, we firmly believe in educating our clients regarding the essential balance between time horizons, risk tolerance and expected profits.
This process allows us to optimize the service we provide, always guided under cautious investment policies and the support of more than three decades of experience in the stock market.
With this solid foundation and by following a disciplined Wealth Management process, we design investment strategies adapted specifically to each investor. We focus our energy in understanding the needs that drive each of our clients, and work to build and maintain diversified portfolios that meet each individual objective. |
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History:
In 1993 we established a successful wealth management operation and today we have more than 1,500 clients around the world and a billion dollars under management. We are headquartered in Miami, Florida, with offices in New York, Houston, Colombia and Singapore, and alliances in Chile, Costa Rica, Ecuador, Peru and Venezuela. This shows our progress towards achieving a global presence for the benefit of our clients and investment advisors. |
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| Member:
FINRA, SIPC, NFA |
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