About
Us
Convinced that our clients deserve personalized attention and the best advisory services for their wealth, Principle Asset Management was developed to improve the proposal and the range of comprehensive financial solutions tailored to the needs and objectives of each client.
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We brought together in a new company more than a century of combined experience through the cohesion of talents and experts from two leading institutions in the financial business of investment banking, securities brokerage and wealth management: LW Investment Managers, headquartered in Miami and GPUS, a company related to Grupo Prival of Panama and Central America.
In this way, and with the support of a state-of-the-art custodian architecture, at Principle we use the experience and support of our team to make available fully customized financial instruments and vehicles to achieve alpha returns for HNW individuals, family offices and the investment experts who advise them.
Through this association of experts with extensive experience in the different ranges of the asset management business, we optimize our proposals, eliminating errors that we frequently detect in the financial advisory business: mispricing, returns from neglected or old-fashioned industries. At the same time, we dynamically search for new opportunities in new sectors that could add value to our clients' asset management.
We are experts and work daily in the markets we serve.
Our Story: A Combination of Talents
Combination of Talent
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Our Partners and Experts in the Creation of Principle Asset Management
The leaders of our firm, Principle Asset Management, who are also involved in the day-to-day creation and management of portfolios, combine the team of experts from Prival and LW Partners Group, with the objective of channeling their success stories and industry experiences to add value in our proposal of superior financial services for our select portfolio of clients.
Prival
Financial institution dedicated to Private Banking and Investment Banking services in Panama and Central America, formed by experts from different areas of the industry. Grupo Prival has a similar track record as a leading provider of private banking, investment banking and asset management services throughout its home region. Prival has US $4B in assets under management.
LW Partners Group
lwPartners is a financial group specializing in Latin America and focused on corporate clients, institutions and high net worth individuals. The firm's senior management has over 30 years of individual experience in portfolio management, trading and investment banking through all economic cycles. It currently manages over US$ 270 million in assets under management and assets under advisory, and over US$ 1 billion in annual trading volume and close working relationships with institutional investors dedicated to emerging markets.
Partners & Experts
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Local and international product offerings: we expand your investment possibilities and facilitate/enable you to achieve better and more stable returns.
We offer investment and execution strategies in global markets, carefully designed to adapt to the reality and financial goals of each of our clients and their portfolios. We have unmatched market knowledge in our home territories. At the same time, we recognize that capital requires security and strength, which comes from exposure to the world's most stable markets and best investment opportunities. Through our network of contacts, we offer a comprehensive platform to bring Financial Advisors to the Miami area and beyond.
Value Proposition
for our Clients: How Can We Help?
Value
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Value Proposition for Our Clients:
How Can We Help?
Why do we exist?
As you search for a strategic partner, it's crucial to consider whether they can offer the stability, security, and confidence that you need to offer to your clients as a trusted financial advisor. These qualities are essential for building trust and ensuring that you can provide the best possible service.
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At Welcy Capital Advisors, we exist to help you grow and strengthen your client base as a financial advisor. We have tailored our structure, services, and technology to meet your needs, so you can spend less time on administrative tasks and more time focusing on what matters most: your clients. Let us support you in delivering exceptional service and achieving your business goals.
We believe our guidance helps you increase efficiency and profitability, while also preserving your professional independence. You can continue to run your financial business independently, with your own objectives and decisions, all while benefiting from our experience. Let us support you in achieving your goals and maximizing your success.
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What can you expect from us?
As fiduciaries, we uphold the highest standards of honesty and integrity in all that we do. Our financial advice is centered on the needs of our advisors and their clients, and we prioritize your interests above all else. Our approach fosters a collaborative experience that delivers exceptional results.
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Be the leader of your own business decisions.
LEADERSHIP
LEADERSHIP
With our team’s combined experience, you will be able to enhance your professional career.
EXPERTISE
EXPERTISE
Provide the best financial solutions to your wealth management clients.
WEALTH MANAGEMENT
WEALTH MANAGEMENT
Manage your own time and freedom.
CONVENIENCE
CONVENIENCE
We carefully measure the returns on your investment.
YIELD
YIELD
Do you think Welcy Capital Advisors can be your ally?
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How do we interact with clients?
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Wide range of products and services
At Welcy Capital Advisors, we know that every client is different. That is why we offer a wide range of financial solutions, products, and services locally and internationally. We have created a diverse selection of both traditional and unique instruments in order to offer you the flexibility to meet the distinct needs of your clients.
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