Inversiones Sura

Julio Canas is a financial advisor at Inversiones Sura with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms, including EFC Capital Management LLC and Fintelhub LLC, where he is involved in financial consulting and financial education. Additionally, he serves as a senior consultant in compliance through International Compliance Solutions LLC. Inversiones Sura provides discretionary and non-discretionary portfolio management and advisory services to individual investors, companies, families, and charitable organizations. The firm uses a proprietary optimization framework focused on return-per-unit-risk and primarily selects mutual funds and ETFs, offering both discretionary management and non-discretionary consulting.

Francisco Alcalde Vega is a financial advisor at Inversiones SURA with a Series 65 credential and one year of industry experience. He has worked at various entities within the SURA group since 2017 and was employed by Universidad San Sebastian from 2011 to 2017. Inversiones SURA provides investment advice and consulting to individuals, high-net-worth clients, companies, families, and certain charitable organizations. The firm uses model portfolios optimized for return per unit of risk, primarily implemented through mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management services.

Pablo Matte is a Series 65-licensed financial advisor with Inversiones Sura in Miami, FL, where he has worked since 2022. He has a total of three years of industry experience and previously held roles at SURA Servicios Profesionales S.A. and Corredores de Bolsa SURA S.A. Outside of his advisory work, he is involved with several personal investment companies and a commercial cleaning business in Florida. Inversiones Sura provides investment advice and consulting services to individuals, high-net-worth clients, companies, families, and charitable organizations. The firm’s investment approach centers on model portfolios optimized for return per unit of risk, primarily implemented through mutual funds and ETFs, with both discretionary and non-discretionary management options.

Montserrat Sainz Arancibia is a financial advisor at Inversiones Sura in Miami, FL, holding a Series 65 designation with over a decade of experience in the investment industry. Her prior experience includes roles at SURA Servicios Profesionales S.A., Administradora General de Fondos SURA, and A.F.P. PRODiVA S.A. from 2013 to the present. Inversiones Sura provides investment advice and consulting services to individuals, high-net-worth clients, companies, families, and certain charitable organizations. The firm employs a model portfolio approach optimized for return-per-unit-risk, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management and consulting services.