Francisco Alcalde Vega is a financial advisor at Inversiones SURA with a Series 65 designation and one year of industry experience. He has worked at SURA Servicios Profesionales SA since 2023 and previously held roles at Corredores de Bolsa SURA SA from 2017 to 2023. He also worked at Universidad San Sebastian from 2011 to 2017. Inversiones SURA Corp. serves individual clients, families, companies, and charitable organizations by providing discretionary and non-discretionary portfolio management, investment consulting, and implementation of model portfolios. The firm uses optimized model portfolios based on risk-adjusted returns and primarily selects mutual funds and ETFs, with tactical asset-allocation adjustments to reflect market conditions.

Montserrat Sainz Arancibia is a Series 65-licensed financial advisor at Inversiones SURA in Miami, FL. She has four years of industry experience, including roles at SURA Servicios Profesionales S.A. and Administradora General de Fondos SURA. Inversiones SURA serves individual clients, families, companies, and charitable organizations with discretionary and non-discretionary portfolio management, investment consulting, and model portfolio implementation. The firm focuses on optimized model portfolios using a return-per-unit-risk framework and maintains significant consulting relationships alongside discretionary accounts.