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.
The client grants AV Securities a "Power of Attorney" for the management of its funds.
Cooperation agreement between the custodian and AV Securities.
Documents for account openings. Product agreements. KYC/DDF
Custodians
Attractive commissions
system
We work on the basis of a fixed annual commission,
which includes all purchase
and sale transactions, custody fees and any other additional services.
Unbiased investment
selection process
As we are independent and have our own research department, our asset selection process is completely unbiased. We make every effort to locate the best assets available for each of our investment strategies.
We believe in our products
A significant portion of the company's equity is invested in our own portfolios and products, thus aligning our objectives with those of our clients, reducing conflicts of interest and increasing the likelihood of delivering superior returns
to those of our competitors.

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.
Asset
Allocation &
Diversification
Cash
Management
Performance
Comparison
Between Accounts
The entire financial landscape
on one secure platform
Projected
Income
Control of Fees
& Expenses
Activity
Summary