We are a RIA (Registered Investment Advisor), registered with the SEC, specialized in ultra high networth clients with a focus in the southern cone of Latin America.  Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to premium banking solutions.  By being independent we offer the possibility of working with professionals who are not limited to a single institution, with a greater range of products and competitive prices.  Some of our partners are Morgan Stanley and Alex Brown (Raymond James).  Our Managing Director and Investment Strategist, Bruno Libonati, holds a degree in Economics from the Catholic University of Uruguay. He is also a CFA Program participant, CFA Institute. Prior to his current position, he worked at Wachovia Securities, Merrill Lynch, Julius Baer and Atlantis Global Investors, where he served international clients. Bruno has 13 years of experience in wealth management advisory and financial planning.

Innova Advisors

Org chart

Teams

Offices

Innova Advisors

Org chart

Teams

Offices

Related companies