Efg Capital Advisors, Inc.

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Description

  • EFG Capital Advisors, Inc. is a boutique Registered Investment Advisor (RIA) and fully owned subsidiary of EFG International, a global private banking and investment management firm based in Zurich, Switzerland. It was originally founded in 1981 as PRS Group and was renamed in 2013.As an investment manager, we aim to meet our clients' investment objectives with an emphasis on managing volatility within a specific risk profile. For many of our clients, we also operates as a multi-family office. We recognize that our family office clients want and need the peace of mind that comes from a dedicated, responsive advisor. The core of EFG Capital Advisors' commitment to our family office clients is our attention to coordinating with their other professional advisors, including legal counsel, accountants, insurance professionals or other trusted confidantes.We have affiliated companies, EFG Investment Services, Inc. and EFG Investment Services (Cayman), Ltd., that serve as a mutual fund administrator for our family office clients and external institutional clients. We also pride ourselves on the longevity of our staff and our client relationships, and see them as the primary reason for our long term and sustained growth. Many of our clients and key team members have been with us since we opened our doors in 1981. Its a distinction that sets us apart in our industry and a primary reason clients trust and remain with our firm from generation to generation.
  • location

    Headquarters:701 Brickell Avenue Suite 1350, Miami, Florida, United States

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  • Efg Capital Advisors, Inc. phone

    Phone Number: +1 305-381-8340

  • Efg Capital Advisors, Inc. website

    Website: https://www.efgcapitaladvisors.com

  • Efg Capital Advisors, Inc. employees

    Employees:6

  • Efg Capital Advisors, Inc. revenue

    Revenue:$1 - 10M

  • Efg Capital Advisors, Inc. legal name

    Legal Name:Efg Capital Advisors, Inc.

  • Efg Capital Advisors, Inc.'s Social Media

    Efg Capital Advisors, Inc. linkedin Efg Capital Advisors, Inc. twitter
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  • |  NAICS Code: 523910  |

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Portfolio Manager for Efg Capital Advisors, Inc.

Matthew Valeri

Portfolio Manager

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Matthew Valeri

Portfolio Manager

Frequently Asked Questions regarding Efg Capital Advisors, Inc.

  • Where are Efg Capital Advisors, Inc.'s Headquarters?

    Efg Capital Advisors, Inc.'s Headquarters are in 701 Brickell Avenue Suite 1350,Miami,Florida,United States

  • What is Efg Capital Advisors, Inc.'s phone number?

    Efg Capital Advisors, Inc.'s phone number is +1 305-381-8340

  • What is Efg Capital Advisors, Inc.'s official website?

    Efg Capital Advisors, Inc.'s official website is https://www.efgcapitaladvisors.com

  • What is Efg Capital Advisors, Inc.'s Revenue?

    Efg Capital Advisors, Inc.'s revenue is $1 - 10M

  • What is Efg Capital Advisors, Inc.'s NAICS code?

    Efg Capital Advisors, Inc.'s NAICS code is 523910

  • How many employees are working in Efg Capital Advisors, Inc.

    Efg Capital Advisors, Inc. has 6 employees

  • What is Efg Capital Advisors, Inc.'s Industry?

    Efg Capital Advisors, Inc. is in the industry of Investment Management

  • Who is Efg Capital Advisors, Inc.'s Portfolio Manager?

    Efg Capital Advisors, Inc.'s Portfolio Manager is Matthew Valeri

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