Products and Services
“Our highly qualified professional team provides clients and advisors the support and advice needed to manage and keep track of their savings and investment plans from anywhere in the world.”
“Our strategic agreements and alliances with prestigious and internationally renowned companies allow us to offer highly competitive, transparent, and reliable commercial conditions.”
Financial Planning
“If you fail to plan, you are planning to fail”
Benjamin Franklin
Through the design, administration, and management of savings and investment portfolios, Supra Wealth Management offers professional consulting, advisory and financial planning services that meet our clients’ needs and goals.
We choose the Design Thinking system approach to work with our clients in financial planning. This client-focused, action-oriented methodology sets a series of successive stages to achieve objectives. Our goal is to serve as mentors, assist our clients in achieving their goals and help them control their income, expenses and investments for efficient resource management.
Wealth Management
“It’s not just an investment. It’s a relation.”
Supra Wealth Management offers professional advisory, administration, and wealth management services in accordance with our clients’ needs. Our business model is based on analyzing, structuring and managing investment portfolios with top-quality assets, security and credit ratings, concomitant with our client’s risk profile and expectations.
We also regularly monitor and analyze the markets’ macroeconomic and financial situation to take the necessary measures to protect their capital. Additionally, our Wealth Management analysis division periodically reviews the quality and regulatory compliance parameters of our savings and investment portfolios’ assets.
Asset Management
and Compliance
“The future you build. The service you deserve.”
Supra Wealth Management carries out integral wealth management and planning based on our financial market experience and knowledge. Our goal is to optimize returns while minimizing risk.
The basis of our approach is the careful selection and management of investment instruments that take into account our clients’ risk aversion according to their objectives. In this regard, the Supra Wealth Management Compliance division periodically reviews the quality parameters of every asset involved in investment and savings strategies.
Investment Products
Gain access through our strategic alliances to open and closed architecture lump-sum investment products designed to protect and enhance your capital.
Savings Products
We design saving solutions to help you achieve your objectives through regular contribution products.
