Welcome to InvestShares Inc. and InvestShares Advisor Group Inc. We are a privately-owned boutique investment brokerage and investment advisory firm in Miami, FL. Since 2009, we have remained focused on the investment needs of individuals, businesses, and affluent families. Our services include discretionary money management, mutual funds, annuities, and employer-sponsored retirement plans.
We are a totally independent firm. We are not affiliated with any bank or insurance company. We do not sell or offer any proprietary products. Our mission is to help investors achieve their financial goals. The financial wellness of our clients remains our primary concern. We pride ourselves on our client focus and the strong relationships we develop with individuals, families, and organizations.
InvestShares Inc. is a registered broker-dealer and a member of FINRA. InvestShares Advisor Group Inc. is a registered investment adviser. Whether you need assistance in selecting the proper investment options at work or need to save for a goal or have a complex trust and you need professional money management, we can provide all this to you. Contact us and let us know how we can help.
Hours of Operation: Monday to Friday: 9:00 AM – 5:00 PM, US Stock Market Hours, Saturday to Sunday - Closed, Office appointments are by request only.
We speak Spanish.
InvestShares Advisor Group Inc. is a registered investment adviser. Brokerage services may be provided to clients of InvestShares Advisor Group Inc. by InvestShares Inc., a registered broker-dealer and a member of FINRA.
Investments: Not FDIC Insured* No Bank Guarantee* May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contains this and other information. The prospectus or summary prospectus should be read carefully before investing. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where InvestShares Advisor Group Inc. or InvestShares Inc. is not registered.
