SweetWater Securities, Inc., is a registered broker-dealer that seeks to provide independent investment advice in a manner that is exclusive, and tailor made for each client.
With a legacy in the Panamanian capital markets that goes back over forty years, we have a proven track record of being able to execute on our client’s mandate, by providing guidance, perspective and a value driven approach to each of our client’s needs.
Achieving our client’s objectives and satisfying their financial needs is a priority. This is done with the experience of a committed team, which is supported by open-ended investment platforms, that provide creative and innovative solutions that allow for specific mandates to be serviced.
SweetWater Securities’ main values are transparency, investment ethics and discipline, coupled with a service of excellence and responsible, thoughtful advice.
SweetWater Securities’ objective consulting is based on a successful experience in both the Panamanian and global financial markets and the firm belief that an informed client is a well serviced client.
One of the company’s main goals is to establish a partner-based approach to managing our client’s wealth by generating long term relationships based on trust and transparency. We currently service more than 700 clients thru our different investment platforms which seek to complement our client’s needs as they transition through the various stages of their life, thus allowing for dynamic solutions for each scenario
Assets managed by SweetWater Securities Inc. surpass $400MM.
STREET 74, SAN FRANCISCO,
PH MIDTOWN, FLOOR 16,