Wealth &
Portfolio Management

We can assist you in evaluating your investment performance and making any adjustments with the goal of achieving your investment objectives with the following tools:

Diversified and specific investment solutions:

With our custom portfolio management our advisors can help you implement a diversified financial strategy tailored to your needs, goals, and risk tolerance.

Discretionary Advisory Service

Allows clients to delegate decision-making based on their profile and goals.

Portfolios reflect Bci Securities' ongoing and customized analysis.

Client can adapt their investments to their desired risk level.

Transaction costs are included in the annual account fee.

Access to more than 40 international fund houses.

Non-Discretionary Advisory Service

Allows clients to maintain control over investment decision-making.

Includes ongoing and customized advisory services.

Client can adapt their investments to their desired risk level.

Access to more than 40 international fund houses.

Transaction costs are included in the annual account fee.

Sales
& Trading

We offer a wide range of trading services, investment strategies,
and portfolio management to help you achieve your financial goals:

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Stocks*
and Options

Invest in domestic and international stocks from different markets.

Access to stocks in the U.S. and more than 60 international markets.

Put & Call Options.

Margin Accounts for financing the purchase and sale of securities.

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Fixed
Income

Different yields and risk ratings to diversify your investment portfolio.

Multiple fixed-income instruments.

Different instruments for different levels of risk appetite and for different investment horizons.

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Mutual Funds
and Exchange-Traded Funds (ETFs)*

We offer a wide range of mutual funds and ETFs to help you design a diversified investment portfolio that fits your specific needs.

Access to more than 40 prestigious international mutual fund houses.

Option to buy and sell American ETFs or their European counterparts, most commonly known as UCITS (Undertakings for Collective Investment in Transferable Securities).

Fixed-maturity mutual funds.

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Structured
Products

Custom-designed financial products tailored to meet investment needs, risk management, and achieve expected returns.

Custom strategies with financial derivatives that enable investment through:

Global stock market indices.

Stocks.

Commodities.

ETFs or Mutual Funds.

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Alternative
Products

These products use instruments and strategies in distinction to traditional investments such as stocks, bonds, and cash. These include:

Private Equity.

Private Credit.

Real Estate.

Hedge Funds.

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Yankee Certificates of Deposit
(YCD)

Are short-term, dollar-denominated, fixed-rate investment instruments issued in the United States.

(*) For Equity and ETFs, orders can be placed through your financial advisor or NetX Investor's Online Trading platform, as long you are subscribed to this service.

Market
Analysis

Our expert team is ready to assist you in making well-informed financial decisions and finding the best investment strategy to achieve your investment goals.

Our decades of experience in the Latin American and United States markets provide us with a regional and global perspective and the necessary expertise to offer timely, relevant, and practical advisory services.

About
Us

Team

Our team has extensive knowledge of the global financial industry and expertise in core areas including:

Wealth and investment management.

Risk management of different products.

Financial market analysis.

At Bci Securities, we recognize the importance of building trust and developing customized strategies to achieve our clients' financial goals.

Who we are

We are a Miami-based Broker-Dealer and Registered Investment Advisor, a U.S. subsidiary of Banco de Credito e Inversiones.

Our focus is helping high-net-worth clients achieve their financial goals by offering multiple products and services tailored to their specific investment goals.

We serve clients in the Unites States, Chile and Latin America.

Philosophy

We strive to offer personalized, efficient, and responsible financial products and services by understanding the client's needs, goals, and priorities. This commitment ensures we build long-term relationships based on our core principle of compliance with both our ethical obligations and market regulations.

Team

Our team has extensive knowledge of the global financial industry and deep expertise in core areas, including:

Wealth and investment management.

Risk management of different products.

Financial market analysis.

At Bci Securities, we recognize the importance of building trust and developing a custom strategic plan to achieve our clients' financial goals.

About us

We are a Miami-based Broker-Dealer and Registered Investment Advisor firm, a U.S. subsidiary of Banco de Credito e Inversiones. Our focus is helping high-net-worth clients achieve their financial goals through multiple products and services tailored to their specific investment goals.

With a proven track record of success serving clients in the United States, Mexico, Brazil, Peru, Spain, Chile, and other countries.

Philosophy

To have the ability to offer personalized, efficient, and responsible financial products and services, we must understand the client's needs, goals, and priorities. This commitment ensures we build long-term relationships, with ethics and compliance with market regulations as core principles.