Precise Investment Management, Inc.

Ramiro Pares is a financial advisor at Precise Investment Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Securities, Inc. since 2013. Outside of his advisory roles, he is a director and partial owner of PDG Ventures LLC, which manages expenses and repairs for a boat owned by the company. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, utilizing sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Myrna Chavira is a financial advisor at Precise Investment Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked with several related firms, including Insight Securities Inc. and Precise Consulting Services, where she serves as President. Outside of her advisory role, she is involved in non-investment consulting and holds an executive position at Intelligenics, Inc. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and conducts annual due diligence, offering programs such as the Precise Worldview Structured and Focus Programs.

Augusto Medal is a financial advisor with InSight Securities, Inc. in Miami, FL, holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Precise Investment Management, Inc., Insight Securities, Inc., Insigneo Advisory Services, and Northeast Securities. Insight Securities, Inc. is a registered investment adviser providing discretionary portfolio management and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and institutional investors. The firm combines qualitative and quantitative analysis in its manager selection and portfolio construction, employing both active and passive strategies.

Augusto Medal Trinidad is a financial advisor at Precise Investment Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc. and Insigneo Advisory Services. Outside of his advisory work, he is involved as a passive investor in several non-investment businesses, including a retail liquor store and wellness center. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, utilizing sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Carlos Legaspy is a financial advisor at Precise Investment Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Securities, Inc. since 2013 and Precise Investment Management since 2015. Outside of his advisory role, he serves as a Certified Co-Leader for the ManKind Project, a nonprofit peer support organization, and is authoring a book. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens, with no account minimum requirement. The firm utilizes sub-advisory portfolio managers selected through country-specific research and offers multiple program options, including the Precise Worldview Structured and Focus Programs.

David Graff is a financial advisor at Precise Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with 10 years of industry experience. He has worked at Precise Investment Management since 2019 and Insight Securities Inc. since 2018, with prior experience as a self-employed advisor and roles at XR Trading LLC and XR Securities LLC in 2016. Outside of advising, he also serves as an accountant for Precise Investment Management, dedicating several hours monthly to accounting tasks without compensation. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens, with no account minimum requirement. The firm uses sub-advisory portfolio managers selected through country-specific research and annual due diligence, and it offers programs such as the Precise Worldview Structured and Focus Programs.

Andres Larrea is a financial advisor at Precise Investment Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Boston Investment Management LLC. Outside of finance, he has experience as a freelance tennis coach. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and offers programs such as the Precise Worldview Structured Program and the Precise Worldview Focus Program.

Franco Tucciarelli Herrera is a financial advisor at Precise Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc and Private Portfolio, Inc. Herrera is involved with Global Distribution Partners LLC, where he coordinates fund distribution and manages relationships between wholesalers and asset managers in Latin America. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers single managed accounts, sponsored wrap programs, and distinct investment programs, leveraging sub-advisory portfolio managers selected through country-specific research and annual due diligence.