Structuring, management and consolidation of investment portfolios .

We offer investment advisory services for high net worth clients through the structuring of predetermined investment portfolios.

We look for attractive returns

The business model of AV Management consists of managing assets held in the client's account through a limited power of attorney that exclusively allows us to invest the assets according to the risk profile previously selected by the client.

We have long-standing strategic partnerships with some of the world’s most important financial institutions, including UBS Switzerland, JP Morgan, Charles Schwab, Santander Switzerland, Stonex, Interactive Brokers, Swissquote, Bank Von Roll, and Mercantil Private Banking, to facilitate the opening of investment accounts for our clients. This variety of custodians allows us to offer the platform that best suits the client’s financial and geographical needs.

1

The client grants AV Securities a "Power of Attorney" for the management of its funds.

2

Cooperation agreement between the custodian and AV Securities.

3

Documents for account openings. Product agreements. KYC/DDF

Custodians

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We offer a consolidation service through our partnership with Addepar, which allows for the creation of reports and web views customized to each client's needs.

Ideal for clients with multiple bank accounts, non-bank assets,
real estate, alternative, private investments, among others.

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Asset
Allocation &
Diversification

Cash
Management

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Performance
Comparison
Between Accounts

The entire financial landscape
on one secure platform

Projected
Income

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Control of Fees
& Expenses

Activity
Summary

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Historical performance