Asset Management

In a world of constant change, financial security becomes a priority. Whether your family has a large legacy or has recently acquired it, it is a primary responsibility to secure your future and that of future generations.

What is Wealth Management?

INVESTMENT MANAGEMENT

  • Capital Protection
  • Generate attractive returns
  • Risk Management

ASSET AND WEALTH PLANNING

  • Costs reduction
  • Debt Planning
  • Patrimonial Transmission
  • Donations

RELATIONSHIP MANAGEMENT

  • Network of professionals that includes:
  • Lawyers
  • Prosecutors / Accountants
  • Real Estate Agents
  • Settlors

Settlors

1
We make rational decisions for your benefit at all times, even in situations that may be emotional or challenging regarding investment matters.
2
Our job is to make sure you make the best financial decisions and that you have the ability to achieve your goals.
3
Preparation to receive and capitalize on the only constant, change.
4
We are specialists with extensive experience in wealth management, whose main objective is the preservation of your capital.
5
We have specialized personnel for each of your investment needs and our organizational structure allows us to achieve optimal management.

Asset Distribution

Distribución de activos Ballestas

Everyone has different financial goals that go beyond investing and expecting positive results. To achieve these goals, it is necessary to have a strategy that provides an attractive risk-return profile that fits the needs of each one.

We have designed 4 model portfolios, which allow us to provide different options that fit your risk and return objectives. After a preliminary analysis of particular profiles, we select the model that best fits.

Ballestas Group

Securities Offered Through: Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through: Bolton Global Asset Management, an SEC Registered Investment Advisor Ballestas Group professionals are registered within the following states: CA,DC,DE,FL,GA,MD,MN,NJ,NY,PA,SD,TX

FINRA BrokerCheck. MB1/MBA0001a
Ballestas Group © 2022. All Rights Reserved.

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