Independent Wealth Advisors and Institutional Fund Distributors

For the last 18 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and estate planning with the purpose of providing peace of mind, time and wealth preservation to our clients. All wealth planning is done through a single point of contact composed by a highly experienced group of professionals working in accordance with the clients´ financial objetives.

As a totally independent business, our institutional fund distribution division, offers a reduced distribution offering to guarantee a close and specialized relationship with the managers we represent and final investors with a wide regional experience in the institutional distribution business.

Creuza Advisors

Ignacio Arróspide

This department focuses on analyzing and managing investment portfolios and strategies to optimize financial performance.

Investment Management

This department manages the administrative and support functions that ensure the smooth running of the organization.

Back Office Operations

This department is responsible for managing and optimizing the distribution of financial products to institutional investors.

Institutional Distribution

This department oversees office management and administrative operations to ensure efficient workplace functionality.

Creuza Advisors

Org chart

Teams

Investment Management

Back Office Operations

Institutional Distribution

Administration Services

Offices

Creuza Advisors

Org chart

Teams

Investment Management

Back Office Operations

Institutional Distribution

Administration Services

Offices

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