About Us

We are not newcomers in this business, we have been in the markets since 1996 achieving our client’s objectives through bull and bear markets. We have experience you can count on.

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    More than family

    We are a group of financial advisors dedicated to ensuring you and your family’s wealth. We embrace your past, are committed to your present and together plan your future. We understand your situation and treat your assets as if they were ours; together we deal with any problem, just like family.

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    Strong Values

    We feel privileged to help our clients, and with the fruit of our labor we participate in different opportunities to help those who are less
    fortunate.

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    Experienced Professionals

    More than 20 years helping over 150 families achieve their goals regardless of market conditions.

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    Added value

    We make sure that our service fee is worth your money, not only because of the economies of scale and our strong relationships with banking institutions and providers, but also due to the results of our performance and the solutions we bring to the table.

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    Comprehensive Solutions

    We are not your typical financial advisor only focused on investments. We go beyond and seamlessly coordinate with different professionals to “orchestrate” the best possible outcome.

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    At the forefront

    We have invested our capital and time to access experts in various fields, segments and industries in order to grow and protect your assets. We
    are up to date with the latest trends and technologies and prepare for changes within the industry.

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    Values

    We are a group of professionals with a strong set of moral values and ethics. Our client relationship is transparent and their trust is our major asset.

The Activest Experience

We invite you to try the Activest experience. Client satisfaction, performance and high level service are in our DNA.