Independent Wealth Advisors and Institutional Fund Distributors For the last 13 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and estate planning with the purpose of providing peace of mind, time and wealth preservation to our clients. All wealth planning is done through a single point of contact composed by a highly experienced group of professionals working in accordance with the clients´ financial objetives. As a totally independent business, our institutional fund distribution division, offers a reduced distribution offering to guarantee a close and specialized relationship with the managers we represent and final investors with a wide regional experience in the institutional distribution business.