Products and Services

Mutual Funds

At SweetWater Securities Inc., we encourage an open platform that offers our clients access to recognized mutual fund houses with proven experience throughout history.

We have signed distribution agreements with the most distinguished mutual fund houses in the global market, which provide experience, research and presence in distant regions. They increase purchasing power through diversification, resulting in consistent returns with less volatility.

After analyzing the fund families risk statistics per asset and region, we choose the funds with greatest return per unit of risk, maintaining an efficient and well-diversified portfolio, with low correlation.

Our clients have access to over 30 mutual funds, among them are:

Boston Partners Franklin Templeton Henderson Investec
Legg Mason Man MFS Meridian Old Mutual
Pictet Polen Capital Schroders