A complete list of active advisors currently associated with Inversiones Sura

Warmer can help you find a great advisor at Inversiones Sura or one who fits your needs even better.

Inversiones SURA provides both discretionary and non-discretionary portfolio management and advisory services to individual investors (including high-net-worth clients), companies, families, and certain charitable organizations. Services described in the brochure include designing and implementing model portfolios, preparing investment policy statements, asset allocation strategy, manager review, and consolidated reporting and analysis. The firm builds recommended portfolios using a proprietary optimization framework that emphasizes return-per-unit-risk and a hierarchy model for selecting primarily mutual funds and ETFs; it implements tactical asset-allocation adjustments and ongoing monitoring. SURA offers discretionary management where authorized and non-discretionary consulting where clients retain final trading authority, and a meaningful share of its regulatory assets is managed on a non-discretionary basis. SURA is owned by Gestión Patrimonial SURA (part of Grupo SURA) and discloses affiliations with Latin American broker-dealers (Corredora de Bolsa SURA S.A., Sociedad Agente de Bolsa SURA S.A.), a Luxembourg-based fund manager (AM SURA), and promotion agreements with a pension fund administrator, and may recommend affiliated products while stating it does not receive compensation for those recommendations. The firm also reports a relatively large client base compared with typical independent advisers and serves corporate/business clients in addition to individuals, making its client mix and cross-border group affiliations notable among peers.

To learn more about the advisors currently working at Inversiones Sura, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.