Peace of mind by having an expert and trusted advisor.
We are motivated to use all our knowledge and skills to help people improve their financial habits and decisions, increasing their quality of life.
MEET ROBERTO ISASI
More than 25 years of experience in financial and investment advisory.
Engineer, analyst, and manager. Roberto led companies and departments for the Mercantil and Davivienda financial groups from Latin America, Europe, and the United States, by dealing with market analysis, product management and investment strategies, as well as managerial roles in investment companies, private, personal, and commercial banking. This experience – from the inside – puts Roberto in a vantage position for the benefit of his clients.
We know what you want and how to achieve it.
We offer a boutique-style service model with personalized attention and confidentiality. To do this, we serve a maximum number of clients, understanding their needs, objectives, and expectations, to accompany them by adding value throughout the different stages. We are fiduciaries and will always put your needs ahead of our interests with full transparency.
Financial advice,
the key to your wealth success.
Our financial advice includes cash flow analysis, goal setting, portfolio design, risk management, wealth protection, retirement planning, cost controls, and support in meetings with other experts, ensuring that all your financial decisions are well-informed.
Investment advice, the importance of successful implementation.
Based on the results of financial advice, we establish investment policies, help you choose products and strategies, and monitor the behavior of your investments. In this way, we achieve effective and adaptable investment management, seeking to achieve your objectives.
Complying with state and federal regulations.
In compliance with state and federal regulations, Roberto Isasi (CRD #4541030) is registered with the State of Florida as a representative of a securities broker (Portfolio Resources Group, Inc.) and as an advisor to an investment advisory firm (Portfolio Resources Advisor Group, Inc.) For more information about Roberto Isasi and the firms with which he is registered, please consult.