Company Profile

Batista and Moreno Advisors is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.

Our financial advisors have an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.

At Batista and Moreno Advisors, we provide access to the strategic and tactical views of some of the world’s most respected investment professionals. This information and analysis is directly available to our clients, and can help them leverage these resources to strengthen their portfolio.

To effectively create and carry out a client’s wealth management strategy, a single, integrated view of the client’s finances is essential. Our financial advisors assist clients to organize all of the critical components of their financial resources. This comprehensive picture of a client’s financial life allows the financial advisor to monitor progress against the plan and suggest modifications as needed to help keep a client’s goals in reach and the strategy on the right course.

Depending on the complexity of a client’s wealth, our financial advisor can access highly credentialed professionals with experience in areas such as family dynamics, philanthropy, risk management and wealth transfer, and asset preservation strategies. Working with your Financial Advisor, their objective is to help you ensure that your personal and family values are at the heart of your wealth planning strategy.

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