Our services
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Our Services

A macro view of financial needs allows us to find the best individual solutions.

Investment Advisory

We assist our clients in their investment decisions, providing them with our vast experience in capital markets, and advising them on the best investment alternatives.

 

With our personalized recommendations on the purchase, sale, exchange or loan of securities, both for public and private offerings, we assist our clients in making the best investment decisions, closely guiding them at all times.

 

Our services include:
• Advising on securities investments for public and private offerings.
• Channeling the orders from clients to the financial institutions where they hold their assets.
• Referring clients to financial institutions overseas with which we have established agreements, providing all the necessary assistance for opening an account with them.

Discretionary Management

At LGL Advisors we offer discretionary and personalized advice on our clients’ securities holdings, by taking the decisions that best suit their needs and objectives.

 

It is our priority to provide our clients with clear, adequate, true and timely information about the most appropriate financial instruments for their assets protection, the issuer’s profile and risks, as well as providing ongoing and fluent communication about the performance of their portfolios.

Asset Management

We assist our clients, in a close and trustworthy manner, in key decisions such as: the appropriate country and bank to open an offshore account; whether it should be a legal entity or a natural person; the most suitable corporate structure and jurisdiction as well, among other important factors when defining the custody and protection of their assets.

 

Thanks to our vast experience in capital markets and a highly professional team of financial advisors, we can provide you with the best advice for your investment portfolio and its growth, based on your personal needs.