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 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

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Schedule a meeting with one of our advisors

Fast, simple and professional

Personalized service

In person or remotely

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