{"id":975,"date":"2026-03-09T14:16:12","date_gmt":"2026-03-09T14:16:12","guid":{"rendered":"https:\/\/jvglobalcap.com\/advise\/?page_id=975"},"modified":"2026-03-09T14:23:34","modified_gmt":"2026-03-09T14:23:34","slug":"faq","status":"publish","type":"page","link":"https:\/\/jvglobalcap.com\/advise\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"\t\t
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Frequently Asked Questions(FAQ)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Looking for investment advice but not sure where to start? You may not yet be familiar with what a Registered Investment Advisor (RIA) does or the information involved in the process. JV Global Capital, Inc. is here to help. Below are some frequently asked questions to guide you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ1:What does an RIA do and how is it different from a bank or broker?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

An RIA provides investment advice and portfolio management tailored to client objectives. Unlike banks or brokers, RIAs do not manufacture financial products or earn transaction-based commissions. The role is advisory and strategic rather than transactional.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ2: Are you a fiduciary?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Yes. As an RIA, we act as a fiduciary, meaning we are obligated to place client interests ahead of our own in all advisory decisions.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ3: How are you compensated?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Compensation is typically fee-based, aligned with the scope of advisory and portfolio management services provided. Fees are fully disclosed and structured to avoid product-driven incentives.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ4: Where are assets held and who controls them?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Assets are held with third-party custodians. Clients retain ownership and control, while the advisor manages investments within the agreed mandate.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ5: Can you manage assets for clients living in Mexico and the U.S.?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Yes. We work with clients who live, work, or have financial interests in both jurisdictions and coordinate portfolios accordingly, subject to applicable custodial and structural considerations.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ6: Do you work with my CPA or tax advisor?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Yes. We routinely coordinate with clients\u2019 existing tax, legal, and fiduciary advisors to ensure investment decisions are aligned with broader planning objectives.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ7: What\u2019s the difference between SWIFT and SPEI? How long do transfers take and what do they cost?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

SPEI is Mexico\u2019s domestic real-time payment system, typically used for peso transfers within Mexico and settled within minutes at low cost. SWIFT is an international banking network used for cross-border transfers, usually involving correspondent banks, longer settlement times (often 1\u20133 business days), and higher fees. The appropriate method depends on jurisdiction, currency, urgency, and transaction size.<\/span>Content<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ8: Can you help with succession and inheritance planning?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

We assist with the investment and structural aspects of succession planning and work alongside estate planning attorneys to support intergenerational transitions.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ9: How do you work with multiple family members?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

We can structure advisory relationships that address shared family objectives while respecting individual needs, roles, and decision-making dynamics.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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Yes. Excess operating or treasury cash can be invested based on liquidity needs, risk tolerance, and the role of the business within the broader family balance sheet.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ11: How do you help business owners manage liquidity?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

We help align short-term liquidity needs with longer-term investment goals, considering operating cycles, capital expenditures, and personal wealth integration.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ12: Can you help after selling a business?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Yes. Post-liquidity planning often involves transitioning from concentrated operating risk to a diversified investment portfolio and redefining long-term financial strategy.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ13: Do you assist with cross-border business structures?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

We provide strategic input on how investment management integrates with cross-border business and holding structures, in coordination with legal and tax advisors.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ14: What is financial leasing and when does it make sense?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Financial leasing is a capital strategy that allows businesses to use assets without deploying full upfront capital. It can be effective when preserving liquidity, optimizing balance sheets, or aligning asset use with cash flow.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ15: What do you mean by asset custody or safekeeping?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Custody refers to where assets are held and administered. Advisory firms provide management and oversight, while independent custodians hold client assets and execute transactions.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ16: How do we start working together?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

The process begins with an initial discussion to understand objectives, followed by a proposal outlining scope, structure, and next steps<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ17: What documents are required?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Required documentation depends on the services provided and may include identification, account forms, and information needed to understand the client\u2019s financial profile.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ18: Is bilingual service available?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Yes. Services are available in both English and Spanish.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tQ19: How is the advisory relationship structured and supervised?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

The advisory relationship is governed by a written agreement outlining services, responsibilities, and oversight. Advisory activities are subject to regulatory supervision, and custody, execution, and advice are functionally separated.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Need more help? Contact us.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tclientserv@jvglobalcap.com | roberto.apud@jvglobalcap.com\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Frequently Asked Questions(FAQ) Looking for investment advice but not sure where to start? You may not yet be familiar with what a Registered Investment Advisor (RIA) does or the information involved in the process. JV Global Capital, Inc. is here to help. Below are some frequently asked questions to guide you. Q1:What does an RIA do and how is it […]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-975","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/pages\/975","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/comments?post=975"}],"version-history":[{"count":14,"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/pages\/975\/revisions"}],"predecessor-version":[{"id":989,"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/pages\/975\/revisions\/989"}],"wp:attachment":[{"href":"https:\/\/jvglobalcap.com\/advise\/wp-json\/wp\/v2\/media?parent=975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}