AV Financial Group
We are an international firm with more than 30 years of experience in financial, corporate, private banking, financial brokering, and financial product structuring services for high-net-worth individuals, families and institutions
OUR GOAL IS TO BECOME OUR CLIENT’S MAIN TRUSTED ADVISOR.
Supported by long-standing strategic alliances with some of the most important financial institutions in the world, we structure financial products minimizing conflicts of interest and in consistency with our clients’ different investment objectives
IN AV FINANCIAL GROUP, WE ARE CHARACTERIZED BY THE PERMANENT SEARCH of new investment OPPORTUNITIES. We believe in adaptability to change, in long-term view, in creating solid and long-lasting relationships with clients and allies, and in constant innovation in order to structure new investment products that adapt to the different needs of our clients and to the variable conditions of the market
OUR PRODUCTS
We manage our client’s wealth through a group of products structured with proprietary and independent strategies and long-term view. We minimize conflicts of interest by aligning our objectives with those of our clients
Design and management of investment portfolios
Structuring of diversified investment portfolios with different levels of risk and custodied in top-tier financial institutions
Structuring and management of alternative investment funds
Alternative investment funds structured with proprietary strategies and different levels of risk, return, volatility, and liquidity
Targeting, advice, and execution of specific investment opportunities
We target specific opportunities to trade financial assets of diverse nature; high-yield fixed income, variable income, structured notes, private capital among others
OUR INSTITUTIONS AND ALLIANCES
FIRST-RATE CUSTODIANS STATE-OF-THE-ART PLATFORMS PROFESSIONAL AND COMPETITIVE EXECUTION
For more than 30 YEARS, we have established strategic alliances with some of the most important financial institutions in the world
First-rate custodians with state-of-the-art platforms to serve our clients.
Additionally, the group has expanded its operations and service portfolio through the creation of proprietary institutions
Broker/Dealer founded by AV Financial Group in 2009. Nowadays, it stands out as the main independent brokerage firm of Panama, with a solid technological platform that allows it to trade, provide custody to and structure almost any type of financial product
Strategic alliance with a Registered Investment Advisor in Miami. Through this alliance, we offer integral financial services to high-net-worth individuals and families
Financial company founded by AV Financial Group in 2019, with the purpose of identifying investment opportunities in the Latin American loan market