VORTEX CAPITAL es una firma Latinoamericana que ofrece soluciones en las áreas de Planificación Financiera, Protección de riesgos y Gestión de activos. Nos enfocamos en establecer relaciones de largo plazo con nuestros clientes a través de una asesoría financiera independiente y libre de conflictos de intereses, lo cual nos da una capacidad única para combinar la prestación de servicios de calidad internacional, con la correcta adecuación a los requerimientos particulares de cada cliente. Manejamos una vasta gama de productos financieros con el respaldo de un grupo de compañías líderes en su ramo a nivel mundial, quienes a su vez conforman nuestra red de aliados estratégicos. WE ARE A FINANCIAL BROKERAGE AND CONSULTING FIRM BASED IN LATIN AMERICA. WE PROVIDE SERVICES IN THE AREAS OF:INSURANCE, FINANCIAL PLANNING AND WEALTH MANAGEMENT. OUR GOAL IS TO MAKE THE BEST RECOMMENDATIONS BASED ON LISTENING TO OUR CLIENTS, AND UNDERSTANDING THEIR NEEDS. WE ARE INDEPENDENT FINANCIAL CONSULTANTS. WHICH MEANS THAT WE CAN ADVISE OUR CLIENTS ON THE BEST INVESTMENTS AVAILABLE FROM SOME OF THE BEST FINANCIAL CORPORATIONS IN THE WORLD.
| Website | http://www.vortexcapital.co |
| Employees | 6 (4 on RocketReach) |
| Founded | 2010 |
| Technologies |
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| Industry | Financial Services, Financial Planning, Insurance, Wealth Management |
| Keywords | Financial Planning, Risk Management, Asset Management, Wealth Management, Investment Management, Portfolio Management, Financial Advisory, Long-Term Investments, Financial Solutions, Investment Strategies, Retirement Planning, Estate Planning, Tax Planning, Insurance Services, Risk Mitigation, Asset Protection, Financial Consulting, Investment Consulting, Capital Markets, Alternative Investments |
| Competitors | J.P. Morgan, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, State Street Global Advisors, Invesco Ltd., GSAM STABLE VALUE, LLC +42 more (view full list) |
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Melissa Salazar is the Business Director of VORTEX CAPITAL.
4 people are employed at VORTEX CAPITAL.