Services to individuals
Private Asset Management
The Botica Financial Group offers private portfolio management by professional managers.
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 its clients a choice of independent asset managers.
Each provides unique services and investment management styles.
Each provides unique services and investment management styles.
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
Our partners
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Personalized services
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