Lehi, UT – (NewMediaWire) – August 3, 2022 – Andina Advisors focuses on clients’ individual wishes for their financial future, which is why they offer in-depth services combined with understandable planning strategies. Their comprehensive business support covers strategic planning, investment and reporting, which are essential to the development of the client’s portfolio. They also help companies get closer to their vision, help them achieve their legacy, and help them create a strategy to put short and long-term goals within reach. Their comprehensive suite of services includes retirement strategies, income tax reduction, investment management, life insurance and risk management, asset protection, estate planning, business advisory , cash flow management and asset protection. Andina Advisors experienced team of educated professionals bring years of combined experience to the table.
Since its inception, Andina Advisors has developed portfolios for its clients using various investment vehicles depending on the needs and objectives of their clients. These include liquid models of ETFs/mutual funds and equity portfolios, private equity funds, equity hedge funds, private real estate funds, private credit hedge funds, structured notes and cash management strategies. The company’s website features an extensive portfolio of current and past projects from our affiliated real estate and private equity funds, giving prospects and clients an overview of what to expect. Andina Advisors believes that its success can be attributed to developing deeper relationships with clients that allow them to better understand each client’s personal situation, needs and goals. All of the firm’s managing partners sit on the investment committee, so they are engaged in all aspects of the business, from enhancing the client experience to overseeing portfolio construction.
The personalized financial planning services offered by Andina Advisors help businesses optimize their resources to plan for their desired goals and aspirations. For example, helping business owners better understand the current value of their business and the levers to use to increase that value. Or helping a client understand a well-thought-out retirement strategy that could make a relaxing retreat within reach of the retiree. Since taxes can have a negative impact on the client’s income, future income and investment strategies, the company has assembled a team of people who know how to develop an effective tax planning strategy to minimize the risk of such negative effects. Andina Advisors also encourages diversification, due diligence and capitalization to help clients create a solid investment management strategy. Estate planning strategies aim to leave a lasting legacy for loved ones. Another element of the service they provide is corporate advisory, with focus areas including entity structuring, corporate management, value acceleration and exit clause implementation. reviews. which allows the company to support its customers at every stage. Andina will accompany its customers at every stage of the process.
Andina appreciates the importance of fiduciary responsibilities by offering comprehensive, in-house portfolio management. They have experienced and accredited advisors who provide independent advisory services. Certifications held include Certified Financial Planner (CFP(R)), Chartered Financial Analyst (CPWA(R)), Accredited Estate Planner (AEP(R)), Certified Exit Planning Advisor (CEPA(R)), Certified Public Accountant (CPA ), Chartered Financial Analyst (CFA(R)) and more. Key safeguards in place to protect client investments include safekeeping of investment accounts as part of Schwab Advisor Services, 24-hour access to view accounts, and compliance with government regulations as these are an SEC-registered consulting firm. Learn more about their Lehi desk by checking out their website.
The portfolios in the custody of Andina Advisors are reviewed annually for updates. Periodic analysis also applies to the client’s financial planning needs. Customers are free to visit the customer portal, which is available 24/7 and view all of their accounts. Many people interested in knowing how much money they should save for a secure retirement will be pleased to know that Andina Advisors actively collaborates with its clients. This cooperation is crucial in helping account holders understand their portfolios and the balance needed for a secure retirement. Depending on the service requested, the company charges financial planning and wealth management fees. Andina Advisors welcomes the prospect of working with individuals and families looking to take care of their financial health.
The Andina Advisors team can be reached at 801-653-0564. Their office is located at 2600 Executive Parkway, Lehi, UT, 84043, USA. In order to organize all the client’s financial documents and provide a clear picture of the prevailing investment scenario, the company offers a secure web portal. It has an electronic safe with the necessary financial documents, such as tax returns, trusts and deeds, all in one place. As an added incentive, bill paying can be streamlined to make the cash flow management process quick and easy, if this is a desired service.
Andina Advisors is an SEC-registered investment adviser. The information presented is for educational purposes only and intended for a general audience. The information is not intended to make an offer or solicitation for the sale or purchase of specific securities, investments or investment strategies. Investments involve risk and are not guaranteed. Andina Advisors has reasonable grounds to believe that such marketing does not include any false or misleading statements or omissions of fact regarding services, investments or client experience. Andina Advisors has reasonable grounds to believe that the Content as a whole will not cause any false or misleading implication regarding the services, investments or experiences of the Advisor’s clients. Please refer to the (Andina Advisors Legal Notices and Disclosures) of the Advisor ADV Part 2A for material risk disclosures.
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