The Company revealed that this new organization will focus on providing personalized investment advice on offshore products, thus complementing its international wealth management offering.
With a growing demand for financial advisory services in an increasingly complex market, Alianza recently proudly announced the opening of ALIANZA CORP INVESTMENT Advisor (ALIANZA CORP) in the Latin American financial capital, Miami, USA.
As a Registered Investment Advisor (RIA), ALIANZA CORP adheres to the highest standards of ethics and fiduciary responsibility, providing its clients with a comprehensive range of personalized investment advisory services in offshore products, thus complementing its extensive offering of international wealth management under the Global Wealth Management line.
To make this a reality, ALIANZA CORP recently obtained authorization from the regulator of the State of Florida (Florida Office of Financial Regulation – OFR). In the case of Colombia, Alianza Valores received authorization from the Financial Superintendence of Colombia for the correspondent contract to refer clients between both companies. Thanks to this, the promotion of ALIANZA CORP in the local market will be developed within the framework of the correspondent contract by Alianza Valores.
This news is nothing more than the result of ALIANZA CORP’s commitment to transparency, risk management, and customer-centric care. In fact, the team of investment experts at ALIANZA CORP is dedicated to helping investors achieve their financial goals through investment strategies tailored to their liquidity needs, investment horizon, and risk profile, with a particular focus towards the Latin American and local investor market.
These strategies incorporate fixed-income products denominated in dollars corresponding to sovereign and corporate bonds in the United States and Latin America (mainly in Mexico, Chile, Brazil, and Colombia), as well as ETFs and funds, both in fixed income and semi-liquid alternatives, managed by recognized asset managers at regional and global levels.
Luis Fernando Fandiño, president of Alianza Valores, the parent company of ALIANZA CORP, expressed his enthusiasm for the firm’s opening: “We are delighted to be part of the financial community of the United States and are committed to providing exceptional service to our ALIANZA CORP clients. Our mission in this new company is to help investors make informed decisions and build a solid financial future.”
Finally, it is worth noting that ALIANZA CORP specializes in designing diversified portfolios for the medium and long term that incorporate the macroeconomic cycle, through an open architecture platform, always thinking about the needs and expectations of the client. ALIANZA CORP is located in Miami and is ready to serve individual investors, families, and businesses looking to maximize their financial potential.
For more information:
www.forbes.co/2023/11/08/negocios/alianza-anuncia-la-apertura-de-alianz-corp-para-el-asesoramiento-offshore