Botica Financial Group employs a team of experts to manage your private wealth management portfolios.

High-end Service for Wealthy Individuals/Families

(minimum portfolio $500 000)
– Access top investment managers
– Personalized service to meet specific objectives and needs

Investment Managers

Botica offers a selection of third party managers to its clients
Each offers unique services and styles of investment management

Investment Philosophy

  • All managers adhere to preservation of wealth with reasonable growth
  • No managers have been chosen who deviate from this Mantra
  • Larger accounts will have multi-managers in different or same asset classes
  • The client will have the ability to change or add managers depending on the mandate