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Activest Wealth Management
- 20900 NE 30th Ave Suite 310
- Aventura, Florida
- 33180
- Phone: +1 (954) 399-8121
- Website
Description
Discretionary and Non-Discretionary portfolio account management: After an extensive meeting with the clients to understand their goals, economic status, preferences, risk-aversion, experience and expectations; we determine a complete investor profile. This profile will guide our investment proposals. Account Consolidation: We are true believers in diversification as the best protection tool against risk and volatility.
We are Investment Advisors registered in the state of Florida. With more than 18 years of experience, we have been providing wealth management services to private and institutional clients. The company provides investment advice to U.S. clients, as well as clients from around the world.