Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals.
Our independence from financial institutions and access to the latest technology platforms in the industry allow us to choose innovative products and services, expanding the investment possibilities for our clients. The portfolio of options includes stocks, fixed income, derivatives, commodities, mutual funds, hedge funds, private equity, real estate, venture capital, private loans, etc.
Our wealth management service is focused on planning and managing finances in a customized and transparent way without any conflict of interest. We analyze multiple investment and financial planning options to achieve the specific objectives of each client.
Our Family Office service is the ideal solution for families who want to simplify and optimize the complex management of personal finances and assets. We provide an easy and efficient solution that gives peace of mind to our clients.
Lumina is a team of advisors that, through a platform of innovate solutions, provides individual, transparent and independent advice so our clients can plan and expand their wealth.
Our independence gives us the flexibility to always recommend the best products and services to our clients. Our vision is to provide a comprehensive and customized solution to your needs.
Our focus is to add value to families and become their strategic ally, as reflected in the performance results and solutions we offer. We build a one-on-one relationship with each client, dedicating the time and resources necessary to develop a lasting relationship.
We are different because we are independent. We represent the interests of our clients, not banks or financial institutions. We operate objectively and without any conflict of interest.
We are unique due to the personal relationship that we always maintain with our clients. Our team of seasoned experts will provide you with responsible and transparent guidance, meticulously outlining each stage of the process.
We are dedicated to understanding and gaining in-depth knowledge of each client’s situation to provide innovative, high-quality solutions. Our open platform allows us to access the best opportunities in the industry.
Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
LUMINA INVESTMENT ADVISORS LLC – Investment Adviser Firm (sec.gov)
