Tbk Investments, Inc. is a large advisory firm based in Miami. It manages $1.23 billion of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Tbk Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tbk Investments, Inc. is $1.23 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tbk Investments, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alvaro Saborio has been acting as President since 1 Nov 2000. Cesar Augusto Pachon has served as the Chief Investment Officer since 1 Jan 2006 and Maria Elena Lagomasino is the Chief Executive Officer of Tbk Investments, Inc. family office. Santiago Ulloa joined the executive team most recently as the President.
The principal office where Tbk Investments, Inc. performs its advisory services is located at 1200 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-825-2225 or by fax 305-825-7790. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.