OUR GOAL IS TO BECOME YOUR MAIN TRUSTED ADVISOR

AV Financial Group specializes in the development of international financial services

AV Financial Group specializes in the develop of international financial services

We are a group dedicated to providing financial services in areas such as sales and trading, wealth management, and investment banking. In 1983, the group began to develop an important wealth management business through the structuring of discretionary investment funds and proprietary investment funds, supported by strategic alliances with top-tier financial institutions

AV Financial Group is a Latin American group that has developed an organization with international standards, by way of regulated entities and operational structures. During our history, we have combined our international experience with a great comprehension of our roots. This has allowed us to offer our clients a financial advisory service with the highest standards of the market

In 2009, the group continued its expansion and internationalization process by creating AV Securities Inc., broker/dealer specialized in the purchase/sale of emerging markets fixed-income assets and worldwide equities. AV Securities Inc. stands out today as the main independent brokerage firm of the Republic of Panama

AV Financial Group continues to develop these activities and to expand its horizons through the continuous structuring of proprietary funds, the conquest of new markets, and the sustained growth of its assets under management

Mission

To responsibly and efficiently handle the assets of our investors, in order to increase their financial value and with the purpose of becoming their trusted investment advisor

Philosophy

Our investment philosophy is based on a long-term-focused fundamental analysis, minimizing conflicts of interest, aligning our objectives with those of our clients. We are characterized by the permanent search of opportunities, regardless of the environment. We believe in innovation, in a continuous state of curiosity and a constant future-oriented vision in order to identify investment alternatives that are profitable in the long-term

Values

  • Honesty and integrity
  • Professionalism with the highest ethical standards
  • Confidentiality
  • Leadership and excellence
  • Commitment to our clients