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.