- Our Expertise
Wealth Management
Let’s develop a wealth management plan that best suits your goals, risk tolerance, and timeline.
We will partner with you to develop a wealth management plan that best suits your goals, risk tolerance, and timeline.
Whether you want to invest on your own or get expert advice from a trusted partner, we have a range of investment options that will help you meet your financial planning needs.
What is your interest?
Our Solutions
Our expert team is committed to delivering innovative strategies that help you grow and protect your wealth
Ready to get started?
Schedule a no-obligation consultation with one of our advisors. Find out how financial advice can help you achieve your future goals.
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Managed Portfolios
PROVEN Plus is our personalized portfolio management service offered to accredited clients. It is a USD denominated discretionally managed portfolio with the primary objective of earning above-average returns through the prudent balance of interest income and capital appreciation.
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Fixed Income Securities
If your financial goals include capital preservation, income generation, saving for future, or liquidity, then Fixed Income securities are right for you. These securities are designed to preserve capital and are great for saving for a future expense or goal.
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Unit Trust Funds
The PROVEN Wealth suite of Unit Trust funds are expertly managed portfolios tailor-made to suit the investment goals and risk appetite of our investors. The Unit Trust funds are designed with exceptional care to specifically allow our clients the choice to further diversify their investment portfolios and earn attractive returns on both JMD and USD Investments over the medium to long term.
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Equities
Equity investments or buying shares in company gives you an ownership interest in that company, which provides capital appreciation through the increase in the share price and income generation through the payment of dividends by the company.
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Margin Loans
A securities-based line of credit can be a flexible and cost-effective way to access liquidity strategically. Whether it may be to fund a new purchase, renovate your home or take advantage of a timely investment opportunity. Using a line of credit allows you to remain invested and keep your investment portfolio intact.
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PROVEN Rock
PROVEN Rock Approved Retirement Scheme is a private pension arrangement that creates an opportunity for individuals who are not active members of a Superannuation Fund to formally save for retirement. It allows members to make tax-deductible contributions of up to 20% of their annual income to the scheme. These contributions are invested and accumulate as tax-deferred earnings towards providing a pension at retirement.
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Total Membership
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Investment Banking
Our Investment Banking team work will work closely with you to facilitate optimal long-term investment performance, increase profitability, and improve return on shareholder equity.
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Foreign Exchange Trading
Benefit from our competitive cambio rates, expertly negotiated by our experienced team to maximize your financial returns.