Inversiones Sura

Inversiones SURA Corp. serves individual clients (including high‑net‑worth individuals), families, companies, and charitable organizations, providing discretionary and non‑discretionary portfolio management, investment consulting, and implementation of model portfolios. The firm charges negotiated asset‑based and hourly consulting fees and offers ongoing portfolio monitoring and consolidated reporting common among advisory firms.

SURA’s investment process centers on optimized model portfolios constructed in a return‑per‑unit‑risk framework and a proprietary hierarchy for selecting primarily mutual funds and ETFs, with periodic tactical asset‑allocation adjustments to address market conditions. The firm implements model portfolios for discretionary accounts but typically requires client consent for allocations to alternative investments and describes substantial consulting and non‑discretionary relationships with clients.

The firm’s organizational links are a notable differentiator: it is a U.S. subsidiary of Gestión Patrimonial SURA (part of Grupo SURA) and discloses affiliations and promotion agreements with related broker‑dealers in Latin America (Corredora de Bolsa SURA; Sociedad Agente de Bolsa SURA), a Luxembourg fund manager (AM SURA), and a pension fund administrator. SURA also reports a larger portion of its approximately $160.2 million regulatory AUM in non‑discretionary arrangements (about $84.8M non‑discretionary vs $75.4M discretionary) and leaves proxy‑voting authority with clients, which can affect how investment control is exercised compared with many peers.