Pinvest LLC is a Registered investment advisory (RIA) firm with its principal place of business located in Coral Gables, Florida.

It belongs to Pichincha Holdings LLC, owned by Dr. Fidel Edgas Grijalva, who is the majority shareholder of Banco Pichincha Holding Group and Intercredit Bank in Miami. Established in 1906, Banco Pichincha Holding Group is the principal shareholder of Ecuador’s largest private commercial bank and also holds ownership in financial institutions in Spain, Colombia, Peru, Panama, and an Agency office in Miami.

A Registered Investment Advisor (“RIA”) is a firm that provides financial advice and investment management services. PINVEST is registered with the Security and Exchange Commission (“SEC”), adhering to Federal regulatory requirements. Registration with the U.S. Securities & Exchange Commission does not imply any level of competence or training.

Fiduciary Duty is the legal and ethical responsibility to act in the best interest of clients. As a RIA, we are legally required to put our client’s interest first, ahead of our own, and provide full transparency
Fiduciary Principles we uphold:

• All recommendations are based on clients Best Interest.
• Transparency: Full disclosure of any potential conflicts of interest and fee structures.
• Trust & Integrity: Upholding a standard of trust in every client interaction and decision we make.

Focus on client needs, offering tailored financial solutions and ongoing supervision of clients’ investment portfolios:

• Initial process of consultation to understand client needs.
• Development of a customized investment plan and ongoing monitoring of portfolio performance.
• Regular communication to keep client informed and aligned with goals.