RETIREMENT Plan Advising

estate planning

0
Global Markets
0
Model Portfolios
0
Trading Currencies
About Us

we are committed to deliver the highest standard of care

JV Global Capital Advisors’ commitment is with you, our customer, is to deliver the highest standard of care and fiduciary responsibility. Our Investment Representatives provide continuous asset management of client funds, and fee only advice, independent from any bank, broker dealer, insurance company, investment company asset manager or custodian. JV Global Capital does not physically hold or possess any client assets, securities, or money; rather, they are held in the Custodian account selected by our clients.

What We are Offering

Our Services

iNVESTMENT ADVICE

COMMITTED TO YOU

your future our goal

fiduciary standard

Our focus

We Are Business Oriented.

Our clients are businessman and their minds is oriented on scaling and growin their business and markets, we support that. Enterpreneurs, Business Owners, Partners, C-suite Level Executives come to us to leverage on our fiduciary commitment to work on protecting their assets, to manage their liquidity risk and improve their cost of funds and cash flow demands, to have a solid state plan to hedge against volatilty and to solidify and consolidate their financial freedom and increase their financial health

Financial Planning
90%
Asset Management
95%
Family Office Services
80%

Our Planning Process

Work Process

01

Understanding your Life

Proper fact finding our conversations are about you in a holistic way, finding your Goals, Passions and Struggles, to have a radiography of you and your family current financial situation.

02

Casting your Future

Once your goals, passions and struggles have been identified, a plan is set to deliver solutions to all financial requirements and to future-cast the probabilities of success of each dimension of the plan is important to adjust and fine-tune the plan.

03

Delivering the Plan

Fucusing on your Best Interest our team of advisors, planners and investment managers prepare a final plan for you to review, our team works as well on educating you and your family on every aspect of the plan, risk, liquidity, debt, etc to make sure everyone understand the plan and recomendations

We Make Difference

You are our business, our focus is you and your family

Together Achieves More

powered by the best
Advisor Services

Charles Schwab

Wealth & Financial Planning

JV Global Capital

Institutional & Advisor Services

Interactive Brokers

Follow ups

Life changes so your plan we follow up with you all the time

Get In Touch

Contact Details

Email Us

advise@jvglobalcap.com
info@jvglobalcap.com

Phone Number

+01 480 738-6770 (Cell) +01 346 355-3323346 355-3323

Office Address

1980 Post Oak Blvd. Suite 304 Houston Tx. 77056

Request an advisor chat Now!

Live Chat

Start a conversation with us.

Let us take care of your financial Health!