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