Company Profile

Ballestas Group is an independent wealth management firm serving investment clients in Colombia, Mexico, Spain, and the U.S. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our primary focus is on management of our clients’ liquidity needs, financial goals and risk.

Our Financial Advisors have an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.

At Ballestas Group, backed by the strength of Bank of New York’s Pershing bank, we provide access to the strategic and tactical views of some of the world’s most respected investment professionals. This information and analysis is directly available to our clients, who can leverage these resources to strengthen the achievement of their financial goals.  We are also able to leverage other financial institutions, such as HSBC and Deutsche Bank, when client requirements dictate.

To effectively create and carry out a client’s wealth management strategy, a single, integrated view of the client’s financial picture is essential. Our Financial Advisors assist clients to organize all of the critical components of their financial resources. This comprehensive assessment of a client’s financial life allows our advisors to monitor progress against financial goals and suggest modifications as needed to help keep a client’s goals within reach and the strategy on the right course.

Depending on the complexity of a client’s wealth, our Financial Advisors can access highly credentialed professionals with expertise in areas such as lending, wealth transfer, family dynamics, philanthropy, asset preservation, and risk management. Our Financial Advisors will help insure that your personal and family values are at the heart of your wealth management strategy.

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