Financial Services
We are a team of financial professionals with extensive experience in client coverage in the US and Latin America. We focus on selecting a few opportunities to match our client needs, coupled with top-of-the-line service and seamless execution.
Wealth Management
We help our clients reach their wealth management goals by understanding their investment objective, their respective tolerance for risk, and their liquidity needs. We combine these inputs with our investment process and finalize contrasting them with the prevailing market context.
Sales & Trading
Over the years our team has created and developed a full-service trading platform across a number of fixed income and hybrid securities for a wide variety of Institutional and Wealth Management clients such as Independent Financial Advisors, Banks, Credit Unions, Pension Funds and Hedge Funds.
CONTACT US
We are a team of financial professionals with extensive experience in client coverage in the US and Latin America.
DISCLOSURES
This page sets forth the terms and conditions under which Holistic Brokerage, LLC make this site available to you, as well as the terms and conditions governing your use of this site.
Holistic Brokerage is responsible for creating and maintaining business continuity plans in the event of a business disruption.
Our Commitment to Your Privacy: Holistic Brokerage has a long-standing policy of protecting the confidentiality and security of information we collect about our clients.
Anti-Money-Laundering Program: Money laundering is the process of disguising illegally obtained money so that the funds appear to come from legitimate sources or activities.
Holistic Brokerage, LLC places client orders on a fully disclosed basis through our clearing agreements with RBC Correspondent Services.
Presentations, sales ideas, marketing materials, etc. – This material is for information purposes only.