América Consultores

Overview

América Consultores describes its work as multi-family-office advice for high-net-worth clients, combining local and international investment guidance with financial consulting and corporate-finance services.¹⁷

The firm reports more than 29 years of experience in financial markets.²

History

América Consultores was established in 1997 by Roberto Parra, Christian Della Maggiora, and Francisco Lyon. The firm says it was created in August 1997 to specialize in financial investments and help clients pursue successful investments globally.³⁴

Leadership

Roberto Parra H is a partner. He holds a degree in commercial engineering from Universidad de Concepción and an MBA from St. Louis University.⁵

Luis Vasquez Caro is a partner with more than 30 years of experience as a stockbroker and company director.⁶

Services

The firm provides financial consulting for private banking and corporate finance, including fundamental and technical analysis of investment opportunities.⁷

Its private-banking offering covers local and international equities, exchange-traded funds, domestic and foreign bonds, mutual funds, time deposits, hedge funds, exchange-traded notes, American depositary receipts, and global depositary receipts.⁸

Corporate-finance services include mergers and acquisitions, private equity, credit syndication, private and public debt placements, project-finance structuring, partner searches, hedging structures, foreign-bank financing, and liability restructuring.⁹

América Consultores also reports offering alternative investments and financial solutions such as currency transactions, foreign-exchange hedging, savings-linked insurance policies, United States futures and options, real estate investment trusts, structured notes, asset-backed securities, and real-estate products.¹⁰

What the firm offers

• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves high-net-worth clients through its multi-family-office model and provides guidance for both national and international investments.¹

Approach

América Consultores says it constructs portfolios by combining different financial instruments with each client’s risk profile and objectives in mind.¹¹

The firm reports a personalized and collaborative approach that includes timely recommendations, specialized reports, accessible investment accounts, and ongoing market monitoring.¹²

Registration

The Comisión para el Mercado Financiero lists AMERICA CONSULTORES LIMITADA in its Registro de Prestadores de Servicios Financieros with vigente status, registration number 112, and an inscription date of 03/02/2023.¹³

FAQs

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Sources

1. América Consultores, “Quiénes Somos”
2. América Consultores
3. América Consultores, “Quiénes Somos”
4. América Consultores, “Quiénes Somos”
5. América Consultores, “Quiénes Somos”
6. América Consultores, “Quiénes Somos”
7. América Consultores, “Qué Hacemos”
8. América Consultores, “Qué Hacemos”
9. América Consultores, “Qué Hacemos”
10. América Consultores, “Qué Hacemos”
11. América Consultores
12. América Consultores
13. Comisión para el Mercado Financiero, Registro de Prestadores de Servicios Financieros

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.