The financial consulting services and open-ended platform that SweetWater Securities Inc. provides allow for a comprehensive approach to managing our client’s wealth.
SWS serves as a point of custody, execution, information and reconciliation of client investment accounts.
Pershing LLC offers the most innovative and robust investment platform on the market, available for all SweetWater Securities clients. Pershing is a recognized leader providing global financial solutions to advisors, asset managers, broker dealers, family offices, fund managers, and wealth managers, empowering maximization of market opportunities.
With Pershing LLC’s operative and custodial support, SWS guarantees reliability in all market transactions, aided by flexible and advanced technologies, providing client solutions such as:
- Segregated accounts under personal or legal name.
- Fast and precise market transactions, with compensation in more than 66 markets and 51 currencies.
- Access to financial securities from most markets around the world.
- Timely preparation of award winning account statements, including projected cash flow, unrealized gains and losses, performance, among others.
- Checkbook and VISA debit card with overdraft line.
- Sophisticated technology with online access to the account.
- Safe and trustworthy operational support.
- Privacy and confidentiality of personal information.
SweetWater Securities has a registered seat at the Bolsa de Valores de Panamá (BVP) stock exchange and is an active member of the Panamanian custodian, Central Latinoamericana de Valores (Latinclear).
Through its local platform, clients have access to all securities negotiated in the Panama Stock Exchange, allowing investment in companies that are growth drivers for Panama’s economy, and taking advantage of all the benefits a capitalist country with solid growth projections has to offer.
Via Latinclear, the company offers client brokerage services in a Panamanian jurisdiction, operated through an omnibus account, maximizing client confidentiality and wealth protection.
SWS’ team of investment professionals and financial advisors source trustworthy research, analysis, and recommendations from dozens of leading global financial institutions to ensure the fiduciary decisions we make with our clients are optimal and ideal.
Sweetwater Securities helps clients plan for their future with Old Mutual International’s dollar cost averaging solutions, enabling clients to achieve their long-term savings objectives through a diversified strategy that gives them access to globally renowned mutual funds.
Segregated accounts are established in the Isle of Man, a United Kingdom dependency that is a secure jurisdiction for maximum wealth protection.
With over 400 mutual funds to choose from, Old Mutual International provides an online platform that clients can access any time to view contributions, unrealized gain/loss, fund returns, net worth, and much more.
STREET 74, SAN FRANCISCO,
PH MIDTOWN, FLOOR 16,