Is with You …

it's for your future

The best time to start investing is TODAY,

the other best timeit was YESTERDAY

By: Warren Buffet

Welcome to investments montilla, llc.

Customized Financial Planning & Investing

We are a group of Venezuelan entrepreneurs that aims to make international investments in a disruptive and analytical way in order to position Latin American talent on a large global scale.

Plan

Financial Planning

Instead of looking at what has already happened, we want to support you in making projections for the coming months, forecasting income and disbursements, the purpose of which is none other than to protect your finances over time so that your company or personal assets have optimal financial health.

Divesrify

Create a Diverse Portfolio

This is necessary to build optimal portfolios from the mixture of various investment alternatives, with different classes of risk, taking into account the level of risk aversion of investors.

Manage

Personal Wealth Management

We want to teach you why the wealth management strategy will depend on the nature of the assets we have and what we want to get from them. From this, it will be possible to establish a management formula that allows maximizing this heritage, making it grow and protecting it.

One Size Fits One

Create a Strategy That Works For YOU

How We Work. Our Mission & Values

Mission

We seek to be your best financial option to find great investment opportunities in the United States from Latin America, through specific knowledge of the market and professional and transparent treatment.

Vision

Become an important and reliable ally to obtain and expand the financial assets of our clients, mainly in Venezuela and in the rest of Latin America.

Financial Services

Investments Montilla’s global financial services team offers a combination of proven experience and fresh ideas through a 50/50 mix of «in-house» talent combined with industry professionals including risk and technology executives, commercial and consumer, compliance professionals and financial regulators.

Retirement Plans

Having good support at the end of your working life is very important for you and your family, that is why we offer you the financial investment plan that will provide you with security and peace of mind so that you can enjoy a quality retirement.

Estate Planning

The plan you refer to in any estate planning is a fully customized plan. With it, the strategies that best adapt to the person and their situation are set and executed, in a way that makes it easier to achieve their financial objectives.

Impact Investing

At Investments Montilla LLC we care because your investments are aimed at producing both an attractive return and a positive and quantifiable social or environmental impact.

Risk Management

Is our process of identifying, assessing and controlling threats to an organization’s capital and earnings. These risks stem from a variety of sources including financial uncertainties, legal liabilities, technology issues, strategic management errors, accidents and natural disasters.

Portfolio Management

In the company, we have an automated software for portfolio management, the main objective of the tool is to determine the life cycle of the products and to know how they are going to behave in front of the market. This allows greater precision when applying the resources in different products of the portfolio.

Mergers & Acquisitions

We provide advice for this activity, generally, the merger and acquisition of companies are carried out in order to gain a greater dimension and competitiveness in the market to face opportunities or threats that have been detected.

"Sometimes the best investments are the ones you don't make."

Donald J. Trump

“To reach economic independence you have to convert part of your income into capital. Convert capital into business; turn the business into profit; convert profit into investment; and turn the investment into economic independence.”

Jim Rhon

“As never before in economic history, today there is a vast pyramid of options and passes. When the sky is clear, this allows investors to spread their risks efficiently.”

Paul Samuelson

Every penny and dollar is important to us

Let Us Help you explain how to get the most for your money

To make a solid investment plan, you must know why you are investing. Once you know the target, it will be easier to determine which options are most likely to get you there. In that we can help you, give us the opportunity to train you as an investor and offer you the necessary knowledge to invest safely.

Safe and profitable investments are possible, you just have to obtain the necessary knowledge so that knowledge guides us step by step on the path to financial success.