Baltico Investments
Unlocking Global Capital Markets for Latin America

Baltico Investments is a pioneer in bringing top-tier money management and cutting-edge capital market technology to the Latin American market. It grants traders, money managers, and financial advisors access to the same proprietary technological solutions it leverages to achieve advanced investment strategies.

The Latin American market has long faced significant challenges in accessing superior financial services and capital market technology. A lower GDP per capita than the U.S. and trading in domestic currencies that are subject to devaluation make the region unappealing to U.S. brokers. Language barriers and geographical distance also make it hard for a trader or a financial advisor in Latin America to partner with a broker or bank in the U.S.

“Baltico Investments was established to bridge the gap between Latin American investors and the vast potential of the U.S. market by providing professionals with cutting-edge technology and unwavering support,” says Laura Garcia Grondona, CEO & Fund Manager.

Baltico Investments partners with Interactive Broker, a recognized American multinational brokerage firm, to power all of its trading technology solutions. The company operations are divided into two different segments: the B2C segment, in which the fund manages their client’s money and the B2B segment, offered to other funds, traders and financial advisors.

In the B2C segment, Baltico Investments operates as a separately managed account (SMA) manager where each client’s funds are held in individual accounts in their name, leveraging the custodial services of industry giants JP Morgan and Citibank. These strategic collaborations provide clients access to capital markets worldwide. The customers will have strict control over account permissions, with Baltico having the authority to execute trades only on behalf of their name through a state-of-the-art platform—Baltico for Pros. Clients can withdraw trading authorizations anytime, underscoring its commitment to transparency and client autonomy in financial management.

It presents three main portfolios—conservative, moderate and aggressive—each tailored to different risk tolerance and investment goals. Clients can choose any of these options or request a custom strategy that matches their investment goals.

The B2B segment operates under the brand Baltico for PROs, which allows traders, money managers and financial advisors to adopt the company’s portfolios or trade their client accounts using their own strategies. Baltico Investments further integrates various option strategies to improve portfolio performance by adding a layer of flexibility and potential for higher returns.

With Baltico for PROs the firms’ trading platform is provided to other money managers, traders and financial advisors for their own clients. The platform enables them to open client accounts and efficiently execute trades within 24 hours. It offers various powerful tools designed to develop strategies and trade in stocks, options, futures, currencies, bonds, funds and more on 150 global markets under one roof. The tools cover spread analysis, options liquidity assessments, portfolio modeling, trade allocation across multiple accounts and specialized functionalities like block trading and option strategy builders.

Customer Service is of paramount importance at Baltico Investments. It serves as a primary point of contact in Latin America, offering 24-hour customer support in Spanish. Comprehensive assistance is provided for various operations regarding KYC procedures, account opening, platform usage, international wire transfers, troubleshooting and educational resources on capital markets and option strategies. This allows traders and financial advisors to focus on their core competencies.

Baltico Investments was established to bridge the gap between Latin American investors and the vast potential of the U.S. market by providing professionals with cutting-edge technology and unwavering support.

Roman Gutierrez, Director of Baltico for PROs, adds, “Traders and financial advisors rely on us to solve all issues regarding account openings, technical issues and international wire transfers so they can center all their attention on trading their clients’ accounts.”

Garcia Grondona, leveraging her extensive Wall Street experience that includes several years at JPMorgan and top tier hedge funds, offers training on options, commodities and futures, helping traders and advisors diversify their clients’ portfolios with confidence. Under her leadership, the company strives to improve the financial literacy of Latin American traders who are unfamiliar with financial instruments other than stocks and bonds.

Its dual focus on providing top-tier technology and money management services empowers Latin American professionals with financial acumen. By democratizing access to sophisticated tools and strategies, Baltico Investments has cemented its position as a key player in transforming the region’s economic landscape.