Stone Capital Wealth Management
Stone Capital Wealth Management (Stone Capital WM) is a investment advisory company
located at Zonamerica and registered in the Central Bank of Uruguay. The
Company was created to cover advisory needs of its clients. Stone Capital WM
has a partnership with Insigneo Securities for booking clients in
Pershing LLC and with Julius Baer in Switzerland.
Our Way of Thinking
Their needs must come first. In our view they are the ones who pay our salaries. So we work for them. Their satisfaction and success translates in our own
Most valuable asset we have in our company.
Focus on client`s needs to offer the right alternatives . We continuously strive to find the right balance between maximizing client`s return within his/her profile. Strong Compliance, Transparency, Discipline.
It is clear to us that the firm’s brand and reputation rests in our personal and professional behavior.
Our culture is unique and is founded upon the principles of entrepreneurship, accountability and partnership. Complacency and entitlement have no place in our firm.
Listen to clients. To keep our ability to execute the orders. To serve clients. From the most aggressive to the most conservative.
Investment Professional Team
Meet Stone Capital WM
Our advisors have in-depth knowledge of private banking, and they think together with you to deliver the best investment experience in the market. Find the advisor nearest you
We are located in Zonamerica
We look forward to hear from you